Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $10,853 | $99,053-89.0% | $88,179-87.7% | $138,895-92.2% |
| Participation rate | 88.2% | 74.2%+14.0pp | 69.1%+19.1pp | 79.9%+8.3pp |
| Annual return | 24.06% | 78.17%-54.1pp | 64.97%-40.9pp | 145.39%-121.3pp |
| Employer contribution / active EE | $2,073 | $2,882-28.1% | $2,549-18.7% | $4,194-50.6% |
| Participant deferral / active EE | $2,959 | $5,225-43.4% | $4,614-35.9% | $6,396-53.7% |
| Admin fee / account holder | $1,456 | $8,748-83.4% | $7,673-81.0% | $12,562-88.4% |