Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $11,792 | $23,330-49.5% | $64,489-81.7% | $82,448-85.7% |
| Participation rate | 79.4% | 68.3%+11.1pp | 67.7%+11.7pp | 68.1%+11.3pp |
| Annual return | 19.10% | 83.66%-64.6pp | 55.03%-35.9pp | 41.64%-22.5pp |
| Employer contribution / active EE | $897 | $824+8.8% | $1,523-41.1% | $2,551-64.8% |
| Participant deferral / active EE | $2,517 | $1,707+47.4% | $2,778-9.4% | $4,139-39.2% |
| Admin fee / account holder | $1,698 | $2,946-42.4% | $4,260-60.1% | $7,234-76.5% |