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 | $20,345 | $111,814-81.8% | $103,378-80.3% | $145,978-86.1% |
| Participation rate | 90.0% | 77.9%+12.1pp | 74.5%+15.5pp | 80.3%+9.7pp |
| Annual return | 12.33% | 24.80%-12.5pp | 24.91%-12.6pp | 550.52%-538.2pp |
| Employer contribution / active EE | $1,977 | $4,215-53.1% | $3,870-48.9% | $4,662-57.6% |
| Participant deferral / active EE | $3,458 | $5,618-38.4% | $5,058-31.6% | $6,690-48.3% |
| Admin fee / account holder | $1,283 | $9,764-86.9% | $8,401-84.7% | $13,400-90.4% |