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 | $23,142 | $112,729-79.5% | $98,716-76.6% | $137,256-83.1% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.3%+5.7pp | 80.0%-5.0pp |
| Annual return | 18.95% | 38.48%-19.5pp | 31.81%-12.9pp | 220.34%-201.4pp |
| Employer contribution / active EE | $1,450 | $2,725-46.8% | $2,279-36.4% | $4,156-65.1% |
| Participant deferral / active EE | $3,035 | $4,640-34.6% | $4,048-25.0% | $6,407-52.6% |
| Admin fee / account holder | $300 | $10,129-97.0% | $8,703-96.5% | $12,270-97.6% |