Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $24,418 | $154,228-84.2% | $145,433-83.2% | $137,256-82.2% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 80.0%+7.5pp |
| Annual return | 20.30% | 74.59%-54.3pp | 66.58%-46.3pp | 220.34%-200.0pp |
| Employer contribution / active EE | $1,834 | $4,804-61.8% | $4,554-59.7% | $4,156-55.9% |
| Participant deferral / active EE | $3,408 | $8,216-58.5% | $7,897-56.8% | $6,407-46.8% |
| Admin fee / account holder | $626 | $14,344-95.6% | $13,129-95.2% | $12,270-94.9% |