Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $25,066 | $110,093-77.2% | $97,295-74.2% | $145,897-82.8% |
| Participation rate | 77.3% | 75.9%+1.4pp | 72.7%+4.6pp | 80.3%-3.0pp |
| Annual return | 12.02% | 244.76%-232.7pp | 75.62%-63.6pp | 552.29%-540.3pp |
| Employer contribution / active EE | $2,042 | $3,077-33.6% | $2,723-25.0% | $4,663-56.2% |
| Participant deferral / active EE | $5,097 | $4,678+9.0% | $4,264+19.5% | $6,689-23.8% |
| Admin fee / account holder | $1,519 | $6,212-75.6% | $5,646-73.1% | $13,390-88.7% |