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 | $15,891 | $169,356-90.6% | $129,406-87.7% | $145,897-89.1% |
| Participation rate | 86.7% | 76.5%+10.2pp | 69.6%+17.0pp | 80.3%+6.4pp |
| Annual return | 15.39% | 14418.62%-14403.2pp | 9468.18%-9452.8pp | 552.29%-536.9pp |
| Employer contribution / active EE | $1,593 | $5,542-71.3% | $4,155-61.7% | $4,663-65.8% |
| Participant deferral / active EE | $817 | $4,987-83.6% | $4,167-80.4% | $6,689-87.8% |
| Admin fee / account holder | $359 | $9,915-96.4% | $7,689-95.3% | $13,390-97.3% |