Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $12,631 | $106,280-88.1% | $96,538-86.9% | $139,487-90.9% |
| Participation rate | 90.0% | 77.8%+12.2pp | 74.3%+15.7pp | 80.3%+9.7pp |
| Annual return | 19.56% | 38.48%-18.9pp | 35.74%-16.2pp | 373.84%-354.3pp |
| Employer contribution / active EE | $1,675 | $4,107-59.2% | $3,740-55.2% | $4,755-64.8% |
| Participant deferral / active EE | $3,297 | $5,457-39.6% | $4,880-32.4% | $6,713-50.9% |
| Admin fee / account holder | $1,080 | $7,888-86.3% | $6,737-84.0% | $11,407-90.5% |