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 | $22,142 | $104,650-78.8% | $83,854-73.6% | $155,188-85.7% |
| Participation rate | 77.8% | 65.1%+12.7pp | 59.1%+18.7pp | 80.8%-3.0pp |
| Annual return | 24.63% | 28.97%-4.3pp | 31.39%-6.8pp | 148.84%-124.2pp |
| Employer contribution / active EE | $773 | $1,196-35.4% | $1,017-24.0% | $4,248-81.8% |
| Participant deferral / active EE | $2,642 | $2,367+11.6% | $2,035+29.8% | $6,531-59.5% |
| Admin fee / account holder | $460 | $3,518-86.9% | $3,197-85.6% | $14,480-96.8% |