Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $12,091 | $48,327-75.0% | $67,575-82.1% | $80,935-85.1% |
| Participation rate | 90.0% | 66.4%+23.6pp | 72.9%+17.1pp | 67.7%+22.3pp |
| Annual return | 13.25% | 18.31%-5.1pp | 3528.98%-3515.7pp | 35.66%-22.4pp |
| Employer contribution / active EE | $759 | $2,022-62.5% | $2,736-72.3% | $2,757-72.5% |
| Participant deferral / active EE | $1,753 | $2,927-40.1% | $4,003-56.2% | $4,299-59.2% |
| Admin fee / account holder | $1,399 | $3,692-62.1% | $3,993-65.0% | $6,924-79.8% |