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 | $12,222 | $46,534-73.7% | $64,097-80.9% | $75,177-83.7% |
| Participation rate | 74.2% | 65.9%+8.3pp | 72.3%+1.9pp | 67.2%+7.0pp |
| Annual return | 12.38% | 26.07%-13.7pp | 33.75%-21.4pp | 160.75%-148.4pp |
| Employer contribution / active EE | $940 | $1,976-52.4% | $2,750-65.8% | $2,671-64.8% |
| Participant deferral / active EE | $0 | $2,835-100.0% | $3,881-100.0% | $4,126-100.0% |
| Admin fee / account holder | $526 | $2,957-82.2% | $3,070-82.9% | $5,651-90.7% |