Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $14,773 | $60,442-75.6% | $96,754-84.7% | $87,485-83.1% |
| Participation rate | 88.7% | 58.7%+30.0pp | 70.3%+18.4pp | 68.9%+19.7pp |
| Annual return | 16.75% | 21.97%-5.2pp | 82.04%-65.3pp | 26.06%-9.3pp |
| Employer contribution / active EE | $2,338 | $1,691+38.3% | $2,679-12.8% | $2,596-10.0% |
| Participant deferral / active EE | $4,206 | $3,280+28.2% | $4,758-11.6% | $4,274-1.6% |
| Admin fee / account holder | $817 | $5,069-83.9% | $8,905-90.8% | $7,775-89.5% |