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 | $24,318 | $99,053-75.4% | $88,179-72.4% | $138,895-82.5% |
| Participation rate | 70.0% | 74.2%-4.2pp | 69.1%+0.9pp | 79.9%-9.9pp |
| Annual return | 17.06% | 78.17%-61.1pp | 64.97%-47.9pp | 145.39%-128.3pp |
| Employer contribution / active EE | $3,570 | $2,882+23.9% | $2,549+40.0% | $4,194-14.9% |
| Participant deferral / active EE | $2,528 | $5,225-51.6% | $4,614-45.2% | $6,396-60.5% |
| Admin fee / account holder | $782 | $8,748-91.1% | $7,673-89.8% | $12,562-93.8% |