Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $7,391 | $116,434-93.7% | $65,583-88.7% | $139,487-94.7% |
| Participation rate | 94.1% | 67.9%+26.2pp | 65.0%+29.1pp | 80.3%+13.8pp |
| Annual return | 26.39% | 31.34%-4.9pp | 47.46%-21.1pp | 373.84%-347.5pp |
| Employer contribution / active EE | $2,014 | $2,602-22.6% | $1,692+19.0% | $4,755-57.7% |
| Participant deferral / active EE | $2,527 | $4,245-40.5% | $2,833-10.8% | $6,713-62.4% |
| Admin fee / account holder | $642 | $6,696-90.4% | $4,112-84.4% | $11,407-94.4% |