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 | $7,400 | $58,627-87.4% | $76,735-90.4% | $82,448-91.0% |
| Participation rate | 98.3% | 63.2%+35.1pp | 69.5%+28.8pp | 68.1%+30.3pp |
| Annual return | 18.82% | 39.10%-20.3pp | 29.77%-10.9pp | 41.64%-22.8pp |
| Employer contribution / active EE | $1,711 | $1,729-1.1% | $2,454-30.3% | $2,551-32.9% |
| Participant deferral / active EE | $2,066 | $3,134-34.1% | $4,088-49.5% | $4,139-50.1% |
| Admin fee / account holder | $1,380 | $5,323-74.1% | $7,189-80.8% | $7,234-80.9% |