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 | $17,178 | $107,809-84.1% | $97,032-82.3% | $155,188-88.9% |
| Participation rate | 72.7% | 75.5%-2.7pp | 71.6%+1.2pp | 80.8%-8.1pp |
| Annual return | 17.01% | 38.06%-21.1pp | 35.38%-18.4pp | 148.84%-131.8pp |
| Employer contribution / active EE | $780 | $2,911-73.2% | $2,629-70.3% | $4,248-81.6% |
| Participant deferral / active EE | $1,736 | $5,129-66.1% | $4,672-62.8% | $6,531-73.4% |
| Admin fee / account holder | $1,420 | $10,717-86.8% | $9,418-84.9% | $14,480-90.2% |