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 | $9,081 | $57,590-84.2% | $86,233-89.5% | $82,448-89.0% |
| Participation rate | 91.1% | 57.9%+33.2pp | 69.0%+22.1pp | 68.1%+23.0pp |
| Annual return | 20.27% | 22.41%-2.1pp | 61.39%-41.1pp | 41.64%-21.4pp |
| Employer contribution / active EE | $1,947 | $1,655+17.6% | $2,504-22.3% | $2,551-23.7% |
| Participant deferral / active EE | $2,902 | $3,080-5.8% | $4,559-36.3% | $4,139-29.9% |
| Admin fee / account holder | $381 | $4,730-91.9% | $8,342-95.4% | $7,234-94.7% |