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 | $24,053 | $183,592-86.9% | $155,574-84.5% | $145,877-83.5% |
| Participation rate | 89.5% | 82.7%+6.8pp | 78.2%+11.3pp | 80.3%+9.2pp |
| Annual return | 17.53% | 61.37%-43.8pp | 64.87%-47.3pp | 551.28%-533.8pp |
| Employer contribution / active EE | $2,008 | $5,317-62.2% | $4,676-57.1% | $4,663-56.9% |
| Participant deferral / active EE | $4,373 | $6,466-32.4% | $5,629-22.3% | $6,691-34.6% |
| Admin fee / account holder | $2,223 | $19,316-88.5% | $15,914-86.0% | $13,402-83.4% |