Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $16,002 | $97,125-83.5% | $86,233-81.4% | $137,256-88.3% |
| Participation rate | 83.3% | 74.2%+9.1pp | 69.0%+14.3pp | 80.0%+3.4pp |
| Annual return | 19.45% | 74.19%-54.7pp | 61.39%-41.9pp | 220.34%-200.9pp |
| Employer contribution / active EE | $1,519 | $2,841-46.5% | $2,504-39.3% | $4,156-63.5% |
| Participant deferral / active EE | $2,350 | $5,180-54.6% | $4,559-48.5% | $6,407-63.3% |
| Admin fee / account holder | $1,098 | $9,725-88.7% | $8,342-86.8% | $12,270-91.1% |