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 | $32,913 | $73,978-55.5% | $96,515-65.9% | $75,173-56.2% |
| Participation rate | 95.5% | 66.4%+29.1pp | 74.3%+21.2pp | 67.2%+28.3pp |
| Annual return | 18.21% | 26.72%-8.5pp | 35.73%-17.5pp | 160.72%-142.5pp |
| Employer contribution / active EE | $9,239 | $2,931+215.3% | $3,740+147.1% | $2,671+245.9% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,790 | $5,219-65.7% | $6,735-73.4% | $5,651-68.3% |