Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $26,621 | $110,379-75.9% | $102,412-74.0% | $145,884-81.8% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.0pp |
| Annual return | 12.12% | 24.84%-12.7pp | 24.94%-12.8pp | 551.85%-539.7pp |
| Employer contribution / active EE | $2,464 | $4,216-41.6% | $3,870-36.3% | $4,662-47.1% |
| Participant deferral / active EE | $6,299 | $5,622+12.0% | $5,060+24.5% | $6,690-5.8% |
| Admin fee / account holder | $19,644 | $9,745+101.6% | $8,388+134.2% | $13,392+46.7% |