Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $10,897 | $111,814-90.3% | $103,378-89.5% | $145,978-92.5% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 16.09% | 24.80%-8.7pp | 24.91%-8.8pp | 550.52%-534.4pp |
| Employer contribution / active EE | $1,778 | $4,215-57.8% | $3,870-54.1% | $4,662-61.9% |
| Participant deferral / active EE | $5,750 | $5,618+2.3% | $5,058+13.7% | $6,690-14.1% |
| Admin fee / account holder | $1,138 | $9,764-88.3% | $8,401-86.5% | $13,400-91.5% |