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 | $14,397 | $48,078-70.1% | $78,676-81.7% | $62,881-77.1% |
| Participation rate | 80.0% | 65.2%+14.8pp | 73.6%+6.4pp | 69.3%+10.7pp |
| Annual return | 7.70% | 31.36%-23.7pp | 62.19%-54.5pp | 20.14%-12.4pp |
| Employer contribution / active EE | $1,946 | $2,015-3.4% | $2,850-31.7% | $2,281-14.7% |
| Participant deferral / active EE | $937 | $2,587-63.8% | $3,517-73.4% | $3,203-70.7% |
| Admin fee / account holder | $893 | $3,206-72.1% | $4,510-80.2% | $4,296-79.2% |