Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $21,209 | $126,661-83.3% | $113,397-81.3% | $138,895-84.7% |
| Participation rate | 80.0% | 79.4%+0.6pp | 76.5%+3.5pp | 79.9%+0.1pp |
| Annual return | 21.39% | 25.05%-3.7pp | 23.20%-1.8pp | 145.39%-124.0pp |
| Employer contribution / active EE | $2,018 | $3,456-41.6% | $2,977-32.2% | $4,194-51.9% |
| Participant deferral / active EE | $2,797 | $5,693-50.9% | $5,076-44.9% | $6,396-56.3% |
| Admin fee / account holder | $4,622 | $14,549-68.2% | $11,957-61.3% | $12,562-63.2% |