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 | $23,270 | $110,337-78.9% | $102,383-77.3% | $145,877-84.0% |
| Participation rate | 72.7% | 77.9%-5.2pp | 74.5%-1.8pp | 80.3%-7.6pp |
| Annual return | 12.47% | 24.83%-12.4pp | 24.94%-12.5pp | 551.28%-538.8pp |
| Employer contribution / active EE | $2,212 | $4,216-47.5% | $3,870-42.8% | $4,663-52.6% |
| Participant deferral / active EE | $2,567 | $5,621-54.3% | $5,060-49.3% | $6,691-61.6% |
| Admin fee / account holder | $2,257 | $9,750-76.8% | $8,391-73.1% | $13,402-83.2% |