Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $25,395 | $183,592-86.2% | $155,574-83.7% | $145,877-82.6% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 20.18% | 61.37%-41.2pp | 64.87%-44.7pp | 551.28%-531.1pp |
| Employer contribution / active EE | $2,737 | $5,317-48.5% | $4,676-41.5% | $4,663-41.3% |
| Participant deferral / active EE | $5,953 | $6,466-7.9% | $5,629+5.7% | $6,691-11.0% |
| Admin fee / account holder | $336 | $19,316-98.3% | $15,914-97.9% | $13,402-97.5% |