Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $24,958 | $148,623-83.2% | $135,974-81.6% | $139,466-82.1% |
| Participation rate | 95.2% | 83.9%+11.4pp | 81.9%+13.3pp | 80.3%+14.9pp |
| Annual return | 22.61% | 79.30%-56.7pp | 68.30%-45.7pp | 373.66%-351.1pp |
| Employer contribution / active EE | $3,567 | $5,246-32.0% | $4,859-26.6% | $4,754-25.0% |
| Participant deferral / active EE | $8,132 | $8,103+0.4% | $7,760+4.8% | $6,712+21.2% |
| Admin fee / account holder | $2,045 | $12,406-83.5% | $10,767-81.0% | $11,409-82.1% |