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 | $24,112 | $57,119-57.8% | $85,187-71.7% | $80,935-70.2% |
| Participation rate | 93.1% | 56.4%+36.7pp | 67.5%+25.6pp | 67.7%+25.4pp |
| Annual return | 12.09% | 21.70%-9.6pp | 66.67%-54.6pp | 35.66%-23.6pp |
| Employer contribution / active EE | $6,828 | $1,802+279.0% | $2,732+149.9% | $2,757+147.7% |
| Participant deferral / active EE | $6,030 | $3,115+93.6% | $4,525+33.3% | $4,299+40.2% |
| Admin fee / account holder | $2,585 | $4,990-48.2% | $6,162-58.1% | $6,924-62.7% |