Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $23,996 | $88,702-72.9% | $81,780-70.7% | $145,978-83.6% |
| Participation rate | 81.8% | 75.0%+6.8pp | 72.4%+9.5pp | 80.3%+1.5pp |
| Annual return | 10.33% | 1029.12%-1018.8pp | 776.27%-765.9pp | 550.52%-540.2pp |
| Employer contribution / active EE | $3,119 | $3,084+1.1% | $2,914+7.0% | $4,662-33.1% |
| Participant deferral / active EE | $5,119 | $4,645+10.2% | $4,321+18.5% | $6,690-23.5% |
| Admin fee / account holder | $2,501 | $8,414-70.3% | $7,384-66.1% | $13,400-81.3% |