Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $14,662 | $36,948-60.3% | $73,658-80.1% | $87,485-83.2% |
| Participation rate | 85.7% | 46.8%+38.9pp | 57.0%+28.7pp | 68.9%+16.8pp |
| Annual return | 22.11% | 28.64%-6.5pp | 29.72%-7.6pp | 26.06%-4.0pp |
| Employer contribution / active EE | $1,946 | $670+190.4% | $1,032+88.5% | $2,596-25.1% |
| Participant deferral / active EE | $4,890 | $1,379+254.6% | $2,062+137.1% | $4,274+14.4% |
| Admin fee / account holder | $1,463 | $2,531-42.2% | $3,357-56.4% | $7,775-81.2% |