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 | $28,909 | $162,136-82.2% | $152,301-81.0% | $154,746-81.3% |
| Participation rate | 93.8% | 84.1%+9.6pp | 82.4%+11.3pp | 80.7%+13.0pp |
| Annual return | 20.70% | 91.02%-70.3pp | 80.50%-59.8pp | 172.34%-151.6pp |
| Employer contribution / active EE | $2,095 | $4,890-57.2% | $4,624-54.7% | $4,379-52.2% |
| Participant deferral / active EE | $7,696 | $8,341-7.7% | $8,004-3.9% | $6,730+14.3% |
| Admin fee / account holder | $5,985 | $15,759-62.0% | $14,398-58.4% | $14,365-58.3% |