Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $14,145 | $174,379-91.9% | $152,093-90.7% | $138,895-89.8% |
| Participation rate | 92.9% | 81.6%+11.2pp | 77.8%+15.1pp | 79.9%+12.9pp |
| Annual return | 19.68% | 74.86%-55.2pp | 66.36%-46.7pp | 145.39%-125.7pp |
| Employer contribution / active EE | $2,340 | $4,652-49.7% | $4,175-43.9% | $4,194-44.2% |
| Participant deferral / active EE | $3,177 | $6,159-48.4% | $5,451-41.7% | $6,396-50.3% |
| Admin fee / account holder | $1,276 | $16,880-92.4% | $14,497-91.2% | $12,562-89.8% |