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 | $24,981 | $111,535-77.6% | $105,223-76.3% | $137,256-81.8% |
| Participation rate | 70.0% | 78.1%-8.1pp | 75.0%-5.0pp | 80.0%-10.0pp |
| Annual return | 23.98% | 237.85%-213.9pp | 180.65%-156.7pp | 220.34%-196.4pp |
| Employer contribution / active EE | $5,136 | $3,939+30.4% | $3,689+39.2% | $4,156+23.6% |
| Participant deferral / active EE | $3,307 | $5,500-39.9% | $5,072-34.8% | $6,407-48.4% |
| Admin fee / account holder | $755 | $9,721-92.2% | $8,859-91.5% | $12,270-93.8% |