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 | $8,722 | $57,057-84.7% | $85,009-89.7% | $80,874-89.2% |
| Participation rate | 77.5% | 56.4%+21.1pp | 67.5%+10.0pp | 67.6%+9.9pp |
| Annual return | 12.82% | 21.66%-8.8pp | 66.47%-53.7pp | 35.62%-22.8pp |
| Employer contribution / active EE | $1,877 | $1,799+4.4% | $2,728-31.2% | $2,756-31.9% |
| Participant deferral / active EE | $1,867 | $3,112-40.0% | $4,522-58.7% | $4,297-56.5% |
| Admin fee / account holder | $1,723 | $4,986-65.4% | $6,153-72.0% | $6,935-75.1% |