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 | $11,421 | $76,407-85.1% | $150,298-92.4% | $82,448-86.1% |
| Participation rate | 84.6% | 66.4%+18.2pp | 77.8%+6.9pp | 68.1%+16.5pp |
| Annual return | 23.87% | 39.99%-16.1pp | 62.79%-38.9pp | 41.64%-17.8pp |
| Employer contribution / active EE | $2,855 | $2,614+9.2% | $4,154-31.3% | $2,551+11.9% |
| Participant deferral / active EE | $4,156 | $3,214+29.3% | $5,453-23.8% | $4,139+0.4% |
| Admin fee / account holder | $1,000 | $6,352-84.3% | $14,116-92.9% | $7,234-86.2% |