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 | $28,610 | $155,555-81.6% | $146,866-80.5% | $155,188-81.6% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.5%-7.5pp | 80.8%-5.8pp |
| Annual return | 26.46% | 115.41%-89.0pp | 102.85%-76.4pp | 148.84%-122.4pp |
| Employer contribution / active EE | $986 | $4,647-78.8% | $4,425-77.7% | $4,248-76.8% |
| Participant deferral / active EE | $8,019 | $8,044-0.3% | $7,759+3.4% | $6,531+22.8% |
| Admin fee / account holder | $885 | $14,755-94.0% | $13,620-93.5% | $14,480-93.9% |