Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $42,065 | $117,904-64.3% | $102,457-58.9% | $145,978-71.2% |
| Participation rate | 84.6% | 78.6%+6.0pp | 76.5%+8.1pp | 80.3%+4.3pp |
| Annual return | 9.35% | 31.80%-22.4pp | 29.41%-20.1pp | 550.52%-541.2pp |
| Employer contribution / active EE | $2,203 | $3,613-39.0% | $3,022-27.1% | $4,662-52.7% |
| Participant deferral / active EE | $2,317 | $5,733-59.6% | $5,054-54.2% | $6,690-65.4% |
| Admin fee / account holder | $6,678 | $13,329-49.9% | $9,451-29.3% | $13,400-50.2% |