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 | $14,808 | $77,638-80.9% | $156,551-90.5% | $62,881-76.5% |
| Participation rate | 90.0% | 71.2%+18.8pp | 84.0%+6.0pp | 69.3%+20.7pp |
| Annual return | 9.31% | 50.33%-41.0pp | 32.23%-22.9pp | 20.14%-10.8pp |
| Employer contribution / active EE | $2,266 | $3,444-34.2% | $5,501-58.8% | $2,281-0.7% |
| Participant deferral / active EE | $2,263 | $3,046-25.7% | $4,871-53.5% | $3,203-29.3% |
| Admin fee / account holder | $457 | $5,561-91.8% | $13,028-96.5% | $4,296-89.4% |