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 | $46,967 | $110,212-57.4% | $96,534-51.3% | $139,466-66.3% |
| Participation rate | 95.5% | 78.1%+17.3pp | 76.0%+19.5pp | 80.3%+15.1pp |
| Annual return | 18.08% | 26.42%-8.3pp | 25.88%-7.8pp | 373.66%-355.6pp |
| Employer contribution / active EE | $2,314 | $3,620-36.1% | $2,965-22.0% | $4,754-51.3% |
| Participant deferral / active EE | $7,230 | $5,547+30.3% | $4,851+49.0% | $6,712+7.7% |
| Admin fee / account holder | $873 | $11,599-92.5% | $8,253-89.4% | $11,409-92.4% |