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 | $14,863 | $102,938-85.6% | $94,105-84.2% | $138,895-89.3% |
| Participation rate | 81.8% | 74.6%+7.2pp | 71.9%+9.9pp | 79.9%+1.9pp |
| Annual return | 31.08% | 250.28%-219.2pp | 204.55%-173.5pp | 145.39%-114.3pp |
| Employer contribution / active EE | $1,219 | $2,732-55.4% | $2,504-51.3% | $4,194-70.9% |
| Participant deferral / active EE | $2,035 | $4,196-51.5% | $3,881-47.6% | $6,396-68.2% |
| Admin fee / account holder | $1,039 | $6,600-84.3% | $6,199-83.2% | $12,562-91.7% |