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 | $11,521 | $106,974-89.2% | $90,796-87.3% | $138,895-91.7% |
| Participation rate | 95.7% | 74.9%+20.8pp | 69.5%+26.2pp | 79.9%+15.7pp |
| Annual return | 10.11% | 20.10%-10.0pp | 19.29%-9.2pp | 145.39%-135.3pp |
| Employer contribution / active EE | $1,087 | $2,609-58.3% | $2,294-52.6% | $4,194-74.1% |
| Participant deferral / active EE | $0 | $4,455-100.0% | $3,822-100.0% | $6,396-100.0% |
| Admin fee / account holder | $3,199 | $8,626-62.9% | $7,024-54.5% | $12,562-74.5% |