Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $21,543 | $106,247-79.7% | $96,515-77.7% | $139,466-84.6% |
| Participation rate | 77.8% | 77.8%-0.1pp | 74.3%+3.4pp | 80.3%-2.6pp |
| Annual return | 22.02% | 38.47%-16.4pp | 35.73%-13.7pp | 373.66%-351.6pp |
| Employer contribution / active EE | $1,689 | $4,106-58.9% | $3,740-54.8% | $4,754-64.5% |
| Participant deferral / active EE | $3,474 | $5,456-36.3% | $4,880-28.8% | $6,712-48.2% |
| Admin fee / account holder | $380 | $7,885-95.2% | $6,735-94.4% | $11,409-96.7% |