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 | $13,742 | $87,166-84.2% | $76,735-82.1% | $137,256-90.0% |
| Participation rate | 78.6% | 74.4%+4.2pp | 69.5%+9.1pp | 80.0%-1.4pp |
| Annual return | 20.86% | 26.50%-5.6pp | 29.77%-8.9pp | 220.34%-199.5pp |
| Employer contribution / active EE | $2,280 | $2,904-21.5% | $2,454-7.1% | $4,156-45.1% |
| Participant deferral / active EE | $4,182 | $4,726-11.5% | $4,088+2.3% | $6,407-34.7% |
| Admin fee / account holder | $5,441 | $8,403-35.3% | $7,189-24.3% | $12,270-55.7% |