Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $7,994 | $57,590-86.1% | $86,233-90.7% | $82,448-90.3% |
| Participation rate | 86.0% | 57.9%+28.2pp | 69.0%+17.0pp | 68.1%+18.0pp |
| Annual return | 29.18% | 22.41%+6.8pp | 61.39%-32.2pp | 41.64%-12.5pp |
| Employer contribution / active EE | $1,317 | $1,655-20.4% | $2,504-47.4% | $2,551-48.4% |
| Participant deferral / active EE | $1,508 | $3,080-51.1% | $4,559-66.9% | $4,139-63.6% |
| Admin fee / account holder | $1,085 | $4,730-77.1% | $8,342-87.0% | $7,234-85.0% |