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 | $19,622 | $125,237-84.3% | $105,608-81.4% | $145,877-86.5% |
| Participation rate | 70.8% | 77.7%-6.8pp | 75.3%-4.5pp | 80.3%-9.5pp |
| Annual return | 15.29% | 225.76%-210.5pp | 116.50%-101.2pp | 551.28%-536.0pp |
| Employer contribution / active EE | $1,261 | $3,720-66.1% | $3,167-60.2% | $4,663-73.0% |
| Participant deferral / active EE | $3,453 | $5,711-39.5% | $5,010-31.1% | $6,691-48.4% |
| Admin fee / account holder | $695 | $17,287-96.0% | $11,028-93.7% | $13,402-94.8% |