Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $15,286 | $154,228-90.1% | $145,433-89.5% | $137,256-88.9% |
| Participation rate | 90.9% | 83.8%+7.1pp | 82.1%+8.8pp | 80.0%+10.9pp |
| Annual return | 13.55% | 74.59%-61.0pp | 66.58%-53.0pp | 220.34%-206.8pp |
| Employer contribution / active EE | $2,425 | $4,804-49.5% | $4,554-46.7% | $4,156-41.6% |
| Participant deferral / active EE | $13,623 | $8,216+65.8% | $7,897+72.5% | $6,407+112.6% |
| Admin fee / account holder | $7,582 | $14,344-47.1% | $13,129-42.2% | $12,270-38.2% |