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 | $16,583 | $77,908-78.7% | $149,696-88.9% | $75,173-77.9% |
| Participation rate | 96.3% | 65.6%+30.7pp | 78.8%+17.5pp | 67.2%+29.1pp |
| Annual return | 13.68% | 31.73%-18.0pp | 134.46%-120.8pp | 160.72%-147.0pp |
| Employer contribution / active EE | $4,916 | $3,138+56.7% | $4,821+2.0% | $2,671+84.1% |
| Participant deferral / active EE | $3,511 | $3,411+2.9% | $5,682-38.2% | $4,126-14.9% |
| Admin fee / account holder | $835 | $5,950-86.0% | $13,212-93.7% | $5,651-85.2% |