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 | $18,724 | $156,398-88.0% | $147,318-87.3% | $138,895-86.5% |
| Participation rate | 70.0% | 83.8%-13.8pp | 82.1%-12.1pp | 79.9%-9.9pp |
| Annual return | 25.72% | 78.75%-53.0pp | 70.43%-44.7pp | 145.39%-119.7pp |
| Employer contribution / active EE | $2,493 | $4,853-48.6% | $4,593-45.7% | $4,194-40.6% |
| Participant deferral / active EE | $4,355 | $8,237-47.1% | $7,906-44.9% | $6,396-31.9% |
| Admin fee / account holder | $706 | $14,976-95.3% | $13,708-94.8% | $12,562-94.4% |