Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $18,685 | $124,330-85.0% | $109,173-82.9% | $167,536-88.8% |
| Participation rate | 84.6% | 79.5%+5.2pp | 75.9%+8.7pp | 82.1%+2.5pp |
| Annual return | 17.27% | 26.04%-8.8pp | 25.75%-8.5pp | 478.82%-461.5pp |
| Employer contribution / active EE | $2,350 | $4,209-44.2% | $3,723-36.9% | $4,839-51.4% |
| Participant deferral / active EE | $4,501 | $5,256-14.4% | $4,654-3.3% | $6,342-29.0% |
| Admin fee / account holder | $407 | $7,974-94.9% | $6,755-94.0% | $12,315-96.7% |