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 | $36,731 | $80,992-54.6% | $96,534-61.9% | $75,173-51.1% |
| Participation rate | 78.1% | 71.8%+6.3pp | 76.0%+2.1pp | 67.2%+10.9pp |
| Annual return | 13.69% | 27.05%-13.4pp | 25.88%-12.2pp | 160.72%-147.0pp |
| Employer contribution / active EE | $1,377 | $2,283-39.7% | $2,965-53.6% | $2,671-48.5% |
| Participant deferral / active EE | $0 | $3,929-100.0% | $4,851-100.0% | $4,126-100.0% |
| Admin fee / account holder | $710 | $6,717-89.4% | $8,253-91.4% | $5,651-87.4% |