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 | $21,981 | $132,634-83.4% | $115,768-81.0% | $137,256-84.0% |
| Participation rate | 88.2% | 77.9%+10.4pp | 74.4%+13.8pp | 80.0%+8.3pp |
| Annual return | 15.63% | 160.70%-145.1pp | 100.46%-84.8pp | 220.34%-204.7pp |
| Employer contribution / active EE | $980 | $3,360-70.8% | $2,940-66.7% | $4,156-76.4% |
| Participant deferral / active EE | $2,472 | $5,619-56.0% | $4,917-49.7% | $6,407-61.4% |
| Admin fee / account holder | $714 | $15,028-95.2% | $12,439-94.3% | $12,270-94.2% |