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 | $38,347 | $99,345-61.4% | $84,753-54.8% | $273,972-86.0% |
| Participation rate | 80.0% | 80.7%-0.7pp | 76.6%+3.4pp | 83.0%-3.0pp |
| Annual return | 0.00% | 22.93%-22.9pp | 22.78%-22.8pp | 41.46%-41.5pp |
| Employer contribution / active EE | $2,406 | $4,214-42.9% | $3,574-32.7% | $4,869-50.6% |
| Participant deferral / active EE | $8,829 | $4,270+106.8% | $3,712+137.9% | $5,287+67.0% |
| Admin fee / account holder | $357 | $6,645-94.6% | $5,333-93.3% | $10,133-96.5% |