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 | $18,959 | $90,509-79.1% | $78,693-75.9% | $273,968-93.1% |
| Participation rate | 94.7% | 76.5%+18.2pp | 73.6%+21.2pp | 83.0%+11.7pp |
| Annual return | 13.83% | 75.61%-61.8pp | 62.18%-48.3pp | 41.45%-27.6pp |
| Employer contribution / active EE | $3,169 | $3,175-0.2% | $2,850+11.2% | $4,869-34.9% |
| Participant deferral / active EE | $8,304 | $3,901+112.9% | $3,517+136.1% | $5,287+57.1% |
| Admin fee / account holder | $4,069 | $5,264-22.7% | $4,511-9.8% | $10,132-59.8% |