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 | $23,070 | $155,555-85.2% | $146,866-84.3% | $155,188-85.1% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.5%+5.0pp | 80.8%+6.7pp |
| Annual return | 17.05% | 115.41%-98.4pp | 102.85%-85.8pp | 148.84%-131.8pp |
| Employer contribution / active EE | $1,725 | $4,647-62.9% | $4,425-61.0% | $4,248-59.4% |
| Participant deferral / active EE | $5,434 | $8,044-32.4% | $7,759-30.0% | $6,531-16.8% |
| Admin fee / account holder | $1,088 | $14,755-92.6% | $13,620-92.0% | $14,480-92.5% |