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 | $22,884 | $110,410-79.3% | $102,437-77.7% | $145,897-84.3% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 11.13% | 24.85%-13.7pp | 24.95%-13.8pp | 552.29%-541.2pp |
| Employer contribution / active EE | $1,990 | $4,217-52.8% | $3,871-48.6% | $4,663-57.3% |
| Participant deferral / active EE | $1,886 | $5,622-66.5% | $5,060-62.7% | $6,689-71.8% |
| Admin fee / account holder | $8,974 | $9,745-7.9% | $8,388+7.0% | $13,390-33.0% |