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 | $10,849 | $81,276-86.7% | $155,574-93.0% | $80,925-86.6% |
| Participation rate | 74.4% | 66.2%+8.1pp | 78.2%-3.8pp | 67.7%+6.7pp |
| Annual return | 19.31% | 33.36%-14.1pp | 64.87%-45.6pp | 35.65%-16.3pp |
| Employer contribution / active EE | $1,167 | $3,103-62.4% | $4,676-75.0% | $2,756-57.7% |
| Participant deferral / active EE | $2,439 | $3,453-29.4% | $5,629-56.7% | $4,299-43.3% |
| Admin fee / account holder | $1,863 | $7,993-76.7% | $15,914-88.3% | $6,940-73.2% |