Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $14,768 | $100,279-85.3% | $81,353-81.8% | $145,884-89.9% |
| Participation rate | 80.0% | 74.3%+5.7pp | 69.5%+10.5pp | 80.3%-0.3pp |
| Annual return | 8.25% | 34.49%-26.2pp | 24.82%-16.6pp | 551.85%-543.6pp |
| Employer contribution / active EE | $993 | $2,979-66.7% | $2,464-59.7% | $4,662-78.7% |
| Participant deferral / active EE | $3,157 | $4,611-31.5% | $3,885-18.7% | $6,690-52.8% |
| Admin fee / account holder | $1,492 | $8,206-81.8% | $5,766-74.1% | $13,392-88.9% |