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 | $15,727 | $46,697-66.3% | $117,533-86.6% | $68,486-77.0% |
| Participation rate | 86.7% | 56.8%+29.9pp | 70.6%+16.1pp | 67.9%+18.8pp |
| Annual return | 55.32% | -14.52%+69.8pp | 29.77%+25.5pp | -7.85%+63.2pp |
| Employer contribution / active EE | $2,607 | $1,506+73.2% | $4,179-37.6% | $2,597+0.4% |
| Participant deferral / active EE | $5,332 | $2,637+102.2% | $4,072+30.9% | $4,028+32.4% |
| Admin fee / account holder | $966 | $4,023-76.0% | $5,647-82.9% | $5,404-82.1% |