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 | $16,001 | $155,555-89.7% | $146,866-89.1% | $155,188-89.7% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.5%-7.5pp | 80.8%-5.8pp |
| Annual return | 28.30% | 115.41%-87.1pp | 102.85%-74.6pp | 148.84%-120.5pp |
| Employer contribution / active EE | $5,681 | $4,647+22.3% | $4,425+28.4% | $4,248+33.7% |
| Participant deferral / active EE | $8,944 | $8,044+11.2% | $7,759+15.3% | $6,531+36.9% |
| Admin fee / account holder | $541 | $14,755-96.3% | $13,620-96.0% | $14,480-96.3% |