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 | $48,877 | $100,970-51.6% | $96,576-49.4% | $137,256-64.4% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 18.25% | 38.16%-19.9pp | 38.47%-20.2pp | 220.34%-202.1pp |
| Employer contribution / active EE | $2,262 | $3,809-40.6% | $3,553-36.3% | $4,156-45.6% |
| Participant deferral / active EE | $4,446 | $8,286-46.3% | $7,956-44.1% | $6,407-30.6% |
| Admin fee / account holder | $1,692 | $11,312-85.0% | $11,381-85.1% | $12,270-86.2% |