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 | $22,707 | $90,486-74.9% | $78,676-71.1% | $273,972-91.7% |
| Participation rate | 88.9% | 76.5%+12.4pp | 73.6%+15.3pp | 83.0%+5.9pp |
| Annual return | 7.98% | 75.62%-67.6pp | 62.19%-54.2pp | 41.46%-33.5pp |
| Employer contribution / active EE | $5,308 | $3,175+67.2% | $2,850+86.2% | $4,869+9.0% |
| Participant deferral / active EE | $2,778 | $3,901-28.8% | $3,517-21.0% | $5,287-47.4% |
| Admin fee / account holder | $10,579 | $5,263+101.0% | $4,510+134.6% | $10,133+4.4% |