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 | $23,748 | $88,754-73.2% | $81,820-71.0% | $145,877-83.7% |
| Participation rate | 87.5% | 75.1%+12.4pp | 72.4%+15.1pp | 80.3%+7.2pp |
| Annual return | 11.72% | 1031.77%-1020.0pp | 777.93%-766.2pp | 551.28%-539.6pp |
| Employer contribution / active EE | $3,261 | $3,085+5.7% | $2,915+11.9% | $4,663-30.1% |
| Participant deferral / active EE | $8,886 | $4,648+91.2% | $4,323+105.6% | $6,691+32.8% |
| Admin fee / account holder | $3,433 | $8,424-59.2% | $7,391-53.5% | $13,402-74.4% |