Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $25,616 | $165,381-84.5% | $149,730-82.9% | $158,966-83.9% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 25.80% | 348.29%-322.5pp | 276.70%-250.9pp | 302.95%-277.1pp |
| Employer contribution / active EE | $3,545 | $5,104-30.5% | $4,645-23.7% | $4,762-25.6% |
| Participant deferral / active EE | $6,133 | $7,182-14.6% | $6,843-10.4% | $5,983+2.5% |
| Admin fee / account holder | $757 | $10,809-93.0% | $9,310-91.9% | $11,250-93.3% |