Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $23,853 | $111,814-78.7% | $103,378-76.9% | $145,978-83.7% |
| Participation rate | 81.3% | 77.9%+3.3pp | 74.5%+6.7pp | 80.3%+1.0pp |
| Annual return | 16.62% | 24.80%-8.2pp | 24.91%-8.3pp | 550.52%-533.9pp |
| Employer contribution / active EE | $1,194 | $4,215-71.7% | $3,870-69.2% | $4,662-74.4% |
| Participant deferral / active EE | $2,018 | $5,618-64.1% | $5,058-60.1% | $6,690-69.8% |
| Admin fee / account holder | $416 | $9,764-95.7% | $8,401-95.0% | $13,400-96.9% |