Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,232 | $106,247-50.8% | $96,515-45.9% | $139,466-62.5% |
| Participation rate | 90.0% | 77.8%+12.2pp | 74.3%+15.7pp | 80.3%+9.7pp |
| Annual return | 20.39% | 38.47%-18.1pp | 35.73%-15.3pp | 373.66%-353.3pp |
| Employer contribution / active EE | $4,715 | $4,106+14.8% | $3,740+26.1% | $4,754-0.8% |
| Participant deferral / active EE | $10,524 | $5,456+92.9% | $4,880+115.7% | $6,712+56.8% |
| Admin fee / account holder | $825 | $7,885-89.5% | $6,735-87.7% | $11,409-92.8% |