Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $11,157 | $63,354-82.4% | $94,105-88.1% | $82,637-86.5% |
| Participation rate | 94.1% | 63.8%+30.3pp | 71.9%+22.2pp | 68.1%+26.1pp |
| Annual return | 18.54% | 34.36%-15.8pp | 204.55%-186.0pp | 53.51%-35.0pp |
| Employer contribution / active EE | $1,199 | $1,760-31.9% | $2,504-52.1% | $2,552-53.0% |
| Participant deferral / active EE | $1,922 | $2,873-33.1% | $3,881-50.5% | $4,126-53.4% |
| Admin fee / account holder | $2,839 | $5,073-44.0% | $6,199-54.2% | $7,339-61.3% |