Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $16,332 | $90,486-82.0% | $78,676-79.2% | $273,972-94.0% |
| Participation rate | 70.0% | 76.5%-6.5pp | 73.6%-3.6pp | 83.0%-13.0pp |
| Annual return | 3.65% | 75.62%-72.0pp | 62.19%-58.5pp | 41.46%-37.8pp |
| Employer contribution / active EE | $785 | $3,175-75.3% | $2,850-72.5% | $4,869-83.9% |
| Participant deferral / active EE | $859 | $3,901-78.0% | $3,517-75.6% | $5,287-83.7% |
| Admin fee / account holder | $5,361 | $5,263+1.9% | $4,510+18.9% | $10,133-47.1% |