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 | $11,105 | $81,358-86.4% | $155,556-92.9% | $80,959-86.3% |
| Participation rate | 87.7% | 66.3%+21.4pp | 78.2%+9.4pp | 67.7%+20.0pp |
| Annual return | 15.76% | 33.39%-17.6pp | 64.84%-49.1pp | 35.67%-19.9pp |
| Employer contribution / active EE | $2,120 | $3,106-31.7% | $4,675-54.6% | $2,757-23.1% |
| Participant deferral / active EE | $3,138 | $3,455-9.2% | $5,631-44.3% | $4,300-27.0% |
| Admin fee / account holder | $1,237 | $7,994-84.5% | $15,885-92.2% | $6,925-82.1% |