Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $11,883 | $69,118-82.8% | $53,647-77.9% | $138,895-91.4% |
| Participation rate | 100.0% | 64.0%+36.0pp | 56.3%+43.7pp | 79.9%+20.1pp |
| Annual return | 17.29% | 248.26%-231.0pp | 358.33%-341.0pp | 145.39%-128.1pp |
| Employer contribution / active EE | $1,008 | $1,189-15.2% | $962+4.8% | $4,194-76.0% |
| Participant deferral / active EE | $1,355 | $2,274-40.4% | $1,813-25.3% | $6,396-78.8% |
| Admin fee / account holder | $1,188 | $2,724-56.4% | $2,460-51.7% | $12,562-90.5% |