Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $21,585 | $129,737-83.4% | $119,126-81.9% | $154,746-86.1% |
| Participation rate | 77.8% | 78.9%-1.1pp | 75.8%+2.0pp | 80.7%-2.9pp |
| Annual return | 15.74% | 379.08%-363.3pp | 282.11%-266.4pp | 172.34%-156.6pp |
| Employer contribution / active EE | $1,911 | $4,375-56.3% | $4,034-52.6% | $4,379-56.4% |
| Participant deferral / active EE | $2,477 | $5,842-57.6% | $5,318-53.4% | $6,730-63.2% |
| Admin fee / account holder | $1,392 | $11,961-88.4% | $10,693-87.0% | $14,365-90.3% |