Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $15,991 | $108,911-85.3% | $100,392-84.1% | $145,884-89.0% |
| Participation rate | 80.0% | 83.0%-3.0pp | 81.5%-1.5pp | 80.3%-0.3pp |
| Annual return | 15.10% | 58.23%-43.1pp | 49.45%-34.4pp | 551.85%-536.7pp |
| Employer contribution / active EE | $4,215 | $4,420-4.6% | $3,941+6.9% | $4,662-9.6% |
| Participant deferral / active EE | $8,020 | $8,459-5.2% | $8,090-0.9% | $6,690+19.9% |
| Admin fee / account holder | $4,236 | $9,698-56.3% | $7,904-46.4% | $13,392-68.4% |