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 | $15,748 | $58,311-73.0% | $81,882-80.8% | $80,959-80.5% |
| Participation rate | 73.5% | 63.5%+10.0pp | 72.4%+1.1pp | 67.7%+5.8pp |
| Annual return | 12.73% | 41.85%-29.1pp | 779.47%-766.7pp | 35.67%-22.9pp |
| Employer contribution / active EE | $648 | $2,347-72.4% | $2,916-77.8% | $2,757-76.5% |
| Participant deferral / active EE | $1,645 | $3,287-50.0% | $4,323-62.0% | $4,300-61.8% |
| Admin fee / account holder | $747 | $4,752-84.3% | $7,360-89.9% | $6,925-89.2% |