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 | $19,786 | $111,814-82.3% | $103,378-80.9% | $145,978-86.4% |
| Participation rate | 90.5% | 77.9%+12.5pp | 74.5%+16.0pp | 80.3%+10.2pp |
| Annual return | 35.76% | 24.80%+11.0pp | 24.91%+10.8pp | 550.52%-514.8pp |
| Employer contribution / active EE | $2,806 | $4,215-33.4% | $3,870-27.5% | $4,662-39.8% |
| Participant deferral / active EE | $6,497 | $5,618+15.7% | $5,058+28.5% | $6,690-2.9% |
| Admin fee / account holder | $816 | $9,764-91.6% | $8,401-90.3% | $13,400-93.9% |