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 | $13,541 | $61,125-77.8% | $94,057-85.6% | $87,485-84.5% |
| Participation rate | 96.2% | 64.1%+32.1pp | 73.3%+22.8pp | 68.9%+27.2pp |
| Annual return | 18.28% | 35.20%-16.9pp | 480.62%-462.3pp | 26.06%-7.8pp |
| Employer contribution / active EE | $1,077 | $2,136-49.6% | $2,933-63.3% | $2,596-58.5% |
| Participant deferral / active EE | $2,547 | $3,260-21.9% | $4,709-45.9% | $4,274-40.4% |
| Admin fee / account holder | $653 | $5,629-88.4% | $7,244-91.0% | $7,775-91.6% |