Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $15,218 | $37,156-59.0% | $83,854-81.9% | $86,983-82.5% |
| Participation rate | 98.0% | 49.1%+49.0pp | 59.1%+38.9pp | 69.5%+28.5pp |
| Annual return | 31.11% | 29.88%+1.2pp | 31.39%-0.3pp | 25.83%+5.3pp |
| Employer contribution / active EE | $3,208 | $661+385.4% | $1,017+215.3% | $2,584+24.1% |
| Participant deferral / active EE | $4,305 | $1,418+203.6% | $2,035+111.5% | $4,194+2.7% |
| Admin fee / account holder | $2,345 | $2,510-6.6% | $3,197-26.6% | $7,856-70.1% |