Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $21,629 | $88,996-75.7% | $78,004-72.3% | $138,895-84.4% |
| Participation rate | 95.5% | 74.4%+21.1pp | 69.4%+26.0pp | 79.9%+15.5pp |
| Annual return | 18.94% | 28.03%-9.1pp | 31.07%-12.1pp | 145.39%-126.5pp |
| Employer contribution / active EE | $1,107 | $2,917-62.0% | $2,469-55.1% | $4,194-73.6% |
| Participant deferral / active EE | $2,444 | $4,724-48.3% | $4,092-40.3% | $6,396-61.8% |
| Admin fee / account holder | $1,563 | $8,807-82.2% | $7,578-79.4% | $12,562-87.6% |