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 | $16,982 | $72,071-76.4% | $68,368-75.2% | $137,256-87.6% |
| Participation rate | 94.7% | 76.2%+18.5pp | 73.8%+21.0pp | 80.0%+14.8pp |
| Annual return | 21.73% | 353.14%-331.4pp | 292.57%-270.8pp | 220.34%-198.6pp |
| Employer contribution / active EE | $1,826 | $2,788-34.5% | $2,649-31.1% | $4,156-56.1% |
| Participant deferral / active EE | $4,107 | $4,410-6.9% | $4,123-0.4% | $6,407-35.9% |
| Admin fee / account holder | $574 | $5,336-89.2% | $5,150-88.8% | $12,270-95.3% |