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 | $14,386 | $100,203-85.6% | $85,240-83.1% | $145,897-90.1% |
| Participation rate | 80.0% | 74.1%+5.9pp | 67.5%+12.5pp | 80.3%-0.3pp |
| Annual return | 11.45% | 84.28%-72.8pp | 66.75%-55.3pp | 552.29%-540.8pp |
| Employer contribution / active EE | $975 | $3,242-69.9% | $2,735-64.3% | $4,663-79.1% |
| Participant deferral / active EE | $3,245 | $5,299-38.8% | $4,527-28.3% | $6,689-51.5% |
| Admin fee / account holder | $317 | $7,265-95.6% | $6,165-94.9% | $13,390-97.6% |