Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $25,186 | $111,814-77.5% | $103,378-75.6% | $145,978-82.7% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 11.15% | 24.80%-13.7pp | 24.91%-13.8pp | 550.52%-539.4pp |
| Employer contribution / active EE | $2,217 | $4,215-47.4% | $3,870-42.7% | $4,662-52.5% |
| Participant deferral / active EE | $4,919 | $5,618-12.4% | $5,058-2.7% | $6,690-26.5% |
| Admin fee / account holder | $2,541 | $9,764-74.0% | $8,401-69.8% | $13,400-81.0% |