Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $12,942 | $77,814-83.4% | $158,223-91.8% | $86,983-85.1% |
| Participation rate | 88.5% | 68.4%+20.0pp | 79.2%+9.3pp | 69.5%+18.9pp |
| Annual return | 22.11% | 30.54%-8.4pp | 52.09%-30.0pp | 25.83%-3.7pp |
| Employer contribution / active EE | $2,162 | $2,592-16.6% | $4,109-47.4% | $2,584-16.3% |
| Participant deferral / active EE | $3,670 | $3,270+12.3% | $5,467-32.9% | $4,194-12.5% |
| Admin fee / account holder | $1,535 | $5,879-73.9% | $16,047-90.4% | $7,856-80.5% |