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 | $14,073 | $65,712-78.6% | $57,196-75.4% | $273,972-94.9% |
| Participation rate | 80.0% | 78.3%+1.7pp | 75.3%+4.7pp | 83.0%-3.0pp |
| Annual return | 7.13% | 22.01%-14.9pp | 14.59%-7.5pp | 41.46%-34.3pp |
| Employer contribution / active EE | $2,884 | $3,280-12.1% | $2,683+7.5% | $4,869-40.8% |
| Participant deferral / active EE | $3,050 | $3,782-19.3% | $3,096-1.5% | $5,287-42.3% |
| Admin fee / account holder | $1,061 | $4,838-78.1% | $3,141-66.2% | $10,133-89.5% |