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 | $17,586 | $124,330-85.9% | $109,173-83.9% | $167,536-89.5% |
| Participation rate | 71.4% | 79.5%-8.0pp | 75.9%-4.5pp | 82.1%-10.7pp |
| Annual return | 29.93% | 26.04%+3.9pp | 25.75%+4.2pp | 478.82%-448.9pp |
| Employer contribution / active EE | $3,279 | $4,209-22.1% | $3,723-11.9% | $4,839-32.2% |
| Participant deferral / active EE | $9,898 | $5,256+88.3% | $4,654+112.7% | $6,342+56.1% |
| Admin fee / account holder | $1,635 | $7,974-79.5% | $6,755-75.8% | $12,315-86.7% |