Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $25,885 | $106,280-75.6% | $96,538-73.2% | $139,487-81.4% |
| Participation rate | 90.9% | 77.8%+13.1pp | 74.3%+16.6pp | 80.3%+10.6pp |
| Annual return | 25.05% | 38.48%-13.4pp | 35.74%-10.7pp | 373.84%-348.8pp |
| Employer contribution / active EE | $866 | $4,107-78.9% | $3,740-76.9% | $4,755-81.8% |
| Participant deferral / active EE | $6,603 | $5,457+21.0% | $4,880+35.3% | $6,713-1.6% |
| Admin fee / account holder | $667 | $7,888-91.6% | $6,737-90.1% | $11,407-94.2% |