Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $19,668 | $110,240-82.2% | $96,544-79.6% | $139,487-85.9% |
| Participation rate | 80.0% | 78.1%+1.9pp | 76.0%+4.0pp | 80.3%-0.3pp |
| Annual return | 12.19% | 26.41%-14.2pp | 25.88%-13.7pp | 373.84%-361.7pp |
| Employer contribution / active EE | $1,294 | $3,622-64.3% | $2,966-56.4% | $4,755-72.8% |
| Participant deferral / active EE | $2,336 | $5,549-57.9% | $4,851-51.8% | $6,713-65.2% |
| Admin fee / account holder | $1,595 | $11,602-86.3% | $8,254-80.7% | $11,407-86.0% |