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 | $21,056 | $81,331-74.1% | $155,534-86.5% | $80,935-74.0% |
| Participation rate | 88.1% | 66.3%+21.8pp | 78.2%+9.9pp | 67.7%+20.4pp |
| Annual return | 14.82% | 33.37%-18.6pp | 64.92%-50.1pp | 35.66%-20.8pp |
| Employer contribution / active EE | $2,130 | $3,105-31.4% | $4,675-54.4% | $2,757-22.7% |
| Participant deferral / active EE | $4,539 | $3,454+31.4% | $5,630-19.4% | $4,299+5.6% |
| Admin fee / account holder | $580 | $7,999-92.8% | $15,900-96.4% | $6,924-91.6% |