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 | $16,617 | $148,629-88.8% | $135,982-87.8% | $139,487-88.1% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 23.04% | 79.33%-56.3pp | 68.32%-45.3pp | 373.84%-350.8pp |
| Employer contribution / active EE | $2,406 | $5,247-54.1% | $4,859-50.5% | $4,755-49.4% |
| Participant deferral / active EE | $7,885 | $8,102-2.7% | $7,760+1.6% | $6,713+17.5% |
| Admin fee / account holder | $1,260 | $12,406-89.8% | $10,767-88.3% | $11,407-89.0% |