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 | $19,775 | $102,245-80.7% | $89,340-77.9% | $137,256-85.6% |
| Participation rate | 84.6% | 74.9%+9.7pp | 69.6%+15.0pp | 80.0%+4.7pp |
| Annual return | 17.39% | 21.89%-4.5pp | 20.57%-3.2pp | 220.34%-203.0pp |
| Employer contribution / active EE | $1,368 | $2,529-45.9% | $2,231-38.7% | $4,156-67.1% |
| Participant deferral / active EE | $2,347 | $4,436-47.1% | $3,823-38.6% | $6,407-63.4% |
| Admin fee / account holder | $3,099 | $8,085-61.7% | $6,704-53.8% | $12,270-74.7% |