Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $17,153 | $48,078-64.3% | $78,676-78.2% | $62,881-72.7% |
| Participation rate | 71.1% | 65.2%+5.8pp | 73.6%-2.5pp | 69.3%+1.7pp |
| Annual return | 55.57% | 31.36%+24.2pp | 62.19%-6.6pp | 20.14%+35.4pp |
| Employer contribution / active EE | $352 | $2,015-82.5% | $2,850-87.6% | $2,281-84.6% |
| Participant deferral / active EE | $1,686 | $2,587-34.8% | $3,517-52.0% | $3,203-47.3% |
| Admin fee / account holder | $2,325 | $3,206-27.5% | $4,510-48.4% | $4,296-45.9% |