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 | $24,722 | $73,978-66.6% | $96,515-74.4% | $75,173-67.1% |
| Participation rate | 88.6% | 66.4%+22.2pp | 74.3%+14.3pp | 67.2%+21.4pp |
| Annual return | 16.56% | 26.72%-10.2pp | 35.73%-19.2pp | 160.72%-144.2pp |
| Employer contribution / active EE | $2,709 | $2,931-7.5% | $3,740-27.5% | $2,671+1.4% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,368 | $5,219-73.8% | $6,735-79.7% | $5,651-75.8% |