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 | $27,768 | $154,228-82.0% | $145,433-80.9% | $137,256-79.8% |
| Participation rate | 78.3% | 83.8%-5.5pp | 82.1%-3.9pp | 80.0%-1.7pp |
| Annual return | 19.34% | 74.59%-55.2pp | 66.58%-47.2pp | 220.34%-201.0pp |
| Employer contribution / active EE | $2,970 | $4,804-38.2% | $4,554-34.8% | $4,156-28.5% |
| Participant deferral / active EE | $4,430 | $8,216-46.1% | $7,897-43.9% | $6,407-30.8% |
| Admin fee / account holder | $2,389 | $14,344-83.3% | $13,129-81.8% | $12,270-80.5% |