Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $14,762 | $81,358-81.9% | $155,556-90.5% | $80,959-81.8% |
| Participation rate | 72.2% | 66.3%+6.0pp | 78.2%-6.0pp | 67.7%+4.6pp |
| Annual return | 17.40% | 33.39%-16.0pp | 64.84%-47.4pp | 35.67%-18.3pp |
| Employer contribution / active EE | $783 | $3,106-74.8% | $4,675-83.2% | $2,757-71.6% |
| Participant deferral / active EE | $2,182 | $3,455-36.9% | $5,631-61.3% | $4,300-49.3% |
| Admin fee / account holder | $1,214 | $7,994-84.8% | $15,885-92.4% | $6,925-82.5% |