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 | $22,084 | $71,215-69.0% | $93,696-76.4% | $80,935-72.7% |
| Participation rate | 92.9% | 60.4%+32.5pp | 68.7%+24.1pp | 67.7%+25.2pp |
| Annual return | 17.86% | 11.27%+6.6pp | 133.74%-115.9pp | 35.66%-17.8pp |
| Employer contribution / active EE | $3,809 | $1,565+143.4% | $2,422+57.3% | $2,757+38.2% |
| Participant deferral / active EE | $6,173 | $4,037+52.9% | $4,417+39.8% | $4,299+43.6% |
| Admin fee / account holder | $1,983 | $6,958-71.5% | $8,287-76.1% | $6,924-71.4% |