Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $11,072 | $100,125-88.9% | $81,482-86.4% | $145,978-92.4% |
| Participation rate | 85.7% | 74.2%+11.5pp | 69.5%+16.2pp | 80.3%+5.4pp |
| Annual return | 8.81% | 34.44%-25.6pp | 24.79%-16.0pp | 550.52%-541.7pp |
| Employer contribution / active EE | $672 | $2,977-77.4% | $2,463-72.7% | $4,662-85.6% |
| Participant deferral / active EE | $1,152 | $4,609-75.0% | $3,885-70.3% | $6,690-82.8% |
| Admin fee / account holder | $4,783 | $8,198-41.7% | $5,761-17.0% | $13,400-64.3% |