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 | $20,688 | $183,592-88.7% | $155,574-86.7% | $145,877-85.8% |
| Participation rate | 81.0% | 82.7%-1.7pp | 78.2%+2.7pp | 80.3%+0.7pp |
| Annual return | 18.17% | 61.37%-43.2pp | 64.87%-46.7pp | 551.28%-533.1pp |
| Employer contribution / active EE | $2,685 | $5,317-49.5% | $4,676-42.6% | $4,663-42.4% |
| Participant deferral / active EE | $6,669 | $6,466+3.1% | $5,629+18.5% | $6,691-0.3% |
| Admin fee / account holder | $482 | $19,316-97.5% | $15,914-97.0% | $13,402-96.4% |