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 | $21,675 | $181,062-88.0% | $158,223-86.3% | $155,188-86.0% |
| Participation rate | 87.5% | 82.7%+4.8pp | 79.2%+8.3pp | 80.8%+6.7pp |
| Annual return | 10.16% | 57.39%-47.2pp | 52.09%-41.9pp | 148.84%-138.7pp |
| Employer contribution / active EE | $2,110 | $4,565-53.8% | $4,109-48.6% | $4,248-50.3% |
| Participant deferral / active EE | $6,608 | $6,134+7.7% | $5,467+20.9% | $6,531+1.2% |
| Admin fee / account holder | $57,701 | $18,825+206.5% | $16,047+259.6% | $14,480+298.5% |