Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $6,579 | $75,541-91.3% | $152,093-95.7% | $82,637-92.0% |
| Participation rate | 84.2% | 66.5%+17.7pp | 77.8%+6.4pp | 68.1%+16.2pp |
| Annual return | 19.84% | 32.56%-12.7pp | 66.36%-46.5pp | 53.51%-33.7pp |
| Employer contribution / active EE | $916 | $2,622-65.1% | $4,175-78.1% | $2,552-64.1% |
| Participant deferral / active EE | $1,667 | $3,206-48.0% | $5,451-69.4% | $4,126-59.6% |
| Admin fee / account holder | $1,325 | $6,405-79.3% | $14,497-90.9% | $7,339-82.0% |