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 | $17,936 | $154,228-88.4% | $145,433-87.7% | $137,256-86.9% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 80.0%+7.5pp |
| Annual return | 23.33% | 74.59%-51.3pp | 66.58%-43.3pp | 220.34%-197.0pp |
| Employer contribution / active EE | $3,295 | $4,804-31.4% | $4,554-27.6% | $4,156-20.7% |
| Participant deferral / active EE | $5,234 | $8,216-36.3% | $7,897-33.7% | $6,407-18.3% |
| Admin fee / account holder | $1,291 | $14,344-91.0% | $13,129-90.2% | $12,270-89.5% |