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 | $14,489 | $85,060-83.0% | $70,565-79.5% | $139,487-89.6% |
| Participation rate | 87.5% | 73.9%+13.6pp | 68.4%+19.1pp | 80.3%+7.2pp |
| Annual return | 14.51% | 30.39%-15.9pp | 32.79%-18.3pp | 373.84%-359.3pp |
| Employer contribution / active EE | $1,225 | $3,912-68.7% | $2,976-58.8% | $4,755-74.2% |
| Participant deferral / active EE | $4,577 | $5,891-22.3% | $4,568+0.2% | $6,713-31.8% |
| Admin fee / account holder | $6,769 | $8,932-24.2% | $6,430+5.3% | $11,407-40.7% |