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 | $12,743 | $97,125-86.9% | $86,233-85.2% | $137,256-90.7% |
| Participation rate | 85.7% | 74.2%+11.5pp | 69.0%+16.7pp | 80.0%+5.8pp |
| Annual return | 15.51% | 74.19%-58.7pp | 61.39%-45.9pp | 220.34%-204.8pp |
| Employer contribution / active EE | $1,696 | $2,841-40.3% | $2,504-32.3% | $4,156-59.2% |
| Participant deferral / active EE | $2,703 | $5,180-47.8% | $4,559-40.7% | $6,407-57.8% |
| Admin fee / account holder | $1,610 | $9,725-83.4% | $8,342-80.7% | $12,270-86.9% |