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 | $17,612 | $108,911-83.8% | $100,392-82.5% | $145,884-87.9% |
| Participation rate | 93.3% | 83.0%+10.4pp | 81.5%+11.8pp | 80.3%+13.0pp |
| Annual return | 16.44% | 58.23%-41.8pp | 49.45%-33.0pp | 551.85%-535.4pp |
| Employer contribution / active EE | $1,308 | $4,420-70.4% | $3,941-66.8% | $4,662-71.9% |
| Participant deferral / active EE | $2,314 | $8,459-72.6% | $8,090-71.4% | $6,690-65.4% |
| Admin fee / account holder | $447 | $9,698-95.4% | $7,904-94.3% | $13,392-96.7% |