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 | $46,390 | $103,038-55.0% | $90,324-48.6% | $152,909-69.7% |
| Participation rate | 95.7% | 75.9%+19.8pp | 73.3%+22.4pp | 82.5%+13.2pp |
| Annual return | 24.27% | 95.25%-71.0pp | 78.15%-53.9pp | 345.46%-321.2pp |
| Employer contribution / active EE | $1,460 | $3,141-53.5% | $2,856-48.9% | $4,764-69.4% |
| Participant deferral / active EE | $5,575 | $4,282+30.2% | $3,885+43.5% | $5,851-4.7% |
| Admin fee / account holder | $638 | $6,177-89.7% | $5,356-88.1% | $11,601-94.5% |