Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $21,884 | $117,846-81.4% | $102,434-78.6% | $145,884-85.0% |
| Participation rate | 92.9% | 78.6%+14.2pp | 76.5%+16.3pp | 80.3%+12.6pp |
| Annual return | 9.53% | 31.90%-22.4pp | 29.46%-19.9pp | 551.85%-542.3pp |
| Employer contribution / active EE | $2,331 | $3,615-35.5% | $3,023-22.9% | $4,662-50.0% |
| Participant deferral / active EE | $5,319 | $5,733-7.2% | $5,055+5.2% | $6,690-20.5% |
| Admin fee / account holder | $896 | $13,356-93.3% | $9,462-90.5% | $13,392-93.3% |