Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $22,113 | $81,233-72.8% | $155,567-85.8% | $80,874-72.7% |
| Participation rate | 72.8% | 66.2%+6.6pp | 78.2%-5.4pp | 67.6%+5.2pp |
| Annual return | 14.52% | 33.33%-18.8pp | 64.74%-50.2pp | 35.62%-21.1pp |
| Employer contribution / active EE | $1,497 | $3,101-51.7% | $4,674-68.0% | $2,756-45.7% |
| Participant deferral / active EE | $3,955 | $3,452+14.6% | $5,628-29.7% | $4,297-8.0% |
| Admin fee / account holder | $2,349 | $7,998-70.6% | $15,916-85.2% | $6,935-66.1% |