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 | $17,842 | $112,729-84.2% | $98,716-81.9% | $137,256-87.0% |
| Participation rate | 77.8% | 74.2%+3.6pp | 69.3%+8.5pp | 80.0%-2.2pp |
| Annual return | 22.71% | 38.48%-15.8pp | 31.81%-9.1pp | 220.34%-197.6pp |
| Employer contribution / active EE | $1,538 | $2,725-43.6% | $2,279-32.5% | $4,156-63.0% |
| Participant deferral / active EE | $3,238 | $4,640-30.2% | $4,048-20.0% | $6,407-49.5% |
| Admin fee / account holder | $657 | $10,129-93.5% | $8,703-92.4% | $12,270-94.6% |