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 | $13,999 | $108,882-87.1% | $96,754-85.5% | $154,746-91.0% |
| Participation rate | 75.0% | 75.1%-0.1pp | 70.3%+4.7pp | 80.7%-5.7pp |
| Annual return | 16.46% | 98.39%-81.9pp | 82.04%-65.6pp | 172.34%-155.9pp |
| Employer contribution / active EE | $823 | $3,018-72.7% | $2,679-69.3% | $4,379-81.2% |
| Participant deferral / active EE | $1,456 | $5,323-72.7% | $4,758-69.4% | $6,730-78.4% |
| Admin fee / account holder | $618 | $10,200-93.9% | $8,905-93.1% | $14,365-95.7% |