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 | $19,177 | $61,390-68.8% | $112,228-82.9% | $75,177-74.5% |
| Participation rate | 81.8% | 61.6%+20.2pp | 72.4%+9.4pp | 67.2%+14.6pp |
| Annual return | 15.81% | 28.47%-12.7pp | 30.23%-14.4pp | 160.75%-144.9pp |
| Employer contribution / active EE | $6,935 | $2,015+244.3% | $3,432+102.1% | $2,671+159.6% |
| Participant deferral / active EE | $1,766 | $3,108-43.2% | $4,800-63.2% | $4,126-57.2% |
| Admin fee / account holder | $6,640 | $4,862+36.6% | $7,752-14.3% | $5,651+17.5% |