Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $16,122 | $87,166-81.5% | $76,735-79.0% | $137,256-88.3% |
| Participation rate | 83.3% | 74.4%+9.0pp | 69.5%+13.8pp | 80.0%+3.4pp |
| Annual return | 14.72% | 26.50%-11.8pp | 29.77%-15.1pp | 220.34%-205.6pp |
| Employer contribution / active EE | $612 | $2,904-78.9% | $2,454-75.1% | $4,156-85.3% |
| Participant deferral / active EE | $1,528 | $4,726-67.7% | $4,088-62.6% | $6,407-76.2% |
| Admin fee / account holder | $8,685 | $8,403+3.4% | $7,189+20.8% | $12,270-29.2% |