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 | $57,488 | $81,262-29.3% | $155,602-63.1% | $80,911-28.9% |
| Participation rate | 80.0% | 66.2%+13.8pp | 78.2%+1.8pp | 67.6%+12.4pp |
| Annual return | 12.61% | 33.34%-20.7pp | 64.81%-52.2pp | 35.63%-23.0pp |
| Employer contribution / active EE | $8,468 | $3,102+173.0% | $4,675+81.1% | $2,756+207.3% |
| Participant deferral / active EE | $4,818 | $3,451+39.6% | $5,629-14.4% | $4,297+12.1% |
| Admin fee / account holder | $995 | $7,992-87.5% | $15,923-93.7% | $6,935-85.6% |