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 | $25,167 | $76,551-67.1% | $123,894-79.7% | $62,881-60.0% |
| Participation rate | 80.8% | 73.0%+7.8pp | 81.4%-0.6pp | 69.3%+11.5pp |
| Annual return | 12.72% | 18.68%-6.0pp | 47.52%-34.8pp | 20.14%-7.4pp |
| Employer contribution / active EE | $1,477 | $2,882-48.7% | $4,617-68.0% | $2,281-35.2% |
| Participant deferral / active EE | $2,377 | $4,840-50.9% | $5,984-60.3% | $3,203-25.8% |
| Admin fee / account holder | $669 | $4,826-86.1% | $8,357-92.0% | $4,296-84.4% |