Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $26,094 | $57,073-54.3% | $85,126-69.3% | $80,925-67.8% |
| Participation rate | 82.1% | 56.4%+25.7pp | 67.5%+14.6pp | 67.7%+14.5pp |
| Annual return | 12.99% | 21.69%-8.7pp | 66.63%-53.6pp | 35.65%-22.7pp |
| Employer contribution / active EE | $2,103 | $1,801+16.8% | $2,731-23.0% | $2,756-23.7% |
| Participant deferral / active EE | $0 | $3,113-100.0% | $4,523-100.0% | $4,299-100.0% |
| Admin fee / account holder | $535 | $4,988-89.3% | $6,160-91.3% | $6,940-92.3% |