Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $29,194 | $201,344-85.5% | $184,243-84.2% | $145,877-80.0% |
| Participation rate | 85.7% | 87.5%-1.8pp | 86.8%-1.1pp | 80.3%+5.4pp |
| Annual return | 12.97% | 29.01%-16.0pp | 28.82%-15.8pp | 551.28%-538.3pp |
| Employer contribution / active EE | $2,514 | $7,022-64.2% | $6,427-60.9% | $4,663-46.1% |
| Participant deferral / active EE | $8,294 | $9,807-15.4% | $9,132-9.2% | $6,691+24.0% |
| Admin fee / account holder | $2,555 | $16,382-84.4% | $13,914-81.6% | $13,402-80.9% |