Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $23,794 | $160,070-85.1% | $147,117-83.8% | $145,897-83.7% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.5pp | 80.3%+5.4pp |
| Annual return | 13.27% | 98.69%-85.4pp | 420.54%-407.3pp | 552.29%-539.0pp |
| Employer contribution / active EE | $2,456 | $5,285-53.5% | $4,932-50.2% | $4,663-47.3% |
| Participant deferral / active EE | $3,766 | $8,419-55.3% | $8,065-53.3% | $6,689-43.7% |
| Admin fee / account holder | $544 | $15,035-96.4% | $12,993-95.8% | $13,390-95.9% |