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 | $15,268 | $107,733-85.8% | $92,985-83.6% | $154,746-90.1% |
| Participation rate | 93.3% | 74.6%+18.8pp | 69.5%+23.8pp | 80.7%+12.6pp |
| Annual return | 43.26% | 30.39%+12.9pp | 27.99%+15.3pp | 172.34%-129.1pp |
| Employer contribution / active EE | $2,054 | $3,126-34.3% | $2,662-22.9% | $4,379-53.1% |
| Participant deferral / active EE | $2,257 | $5,053-55.3% | $4,377-48.4% | $6,730-66.5% |
| Admin fee / account holder | $763 | $11,369-93.3% | $9,463-91.9% | $14,365-94.7% |