Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $61,572 | $99,652-38.2% | $78,778-21.8% | $147,586-58.3% |
| Participation rate | 90.9% | 76.2%+14.7pp | 69.2%+21.7pp | 82.8%+8.1pp |
| Annual return | 14.27% | 47.28%-33.0pp | 35.62%-21.4pp | 578.59%-564.3pp |
| Employer contribution / active EE | $1,171 | $2,796-58.1% | $1,986-41.0% | $4,876-76.0% |
| Participant deferral / active EE | $3,656 | $3,664-0.2% | $2,958+23.6% | $5,439-32.8% |
| Admin fee / account holder | $382 | $7,155-94.7% | $5,134-92.6% | $10,886-96.5% |