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 | $16,412 | $172,111-90.5% | $150,298-89.1% | $137,256-88.0% |
| Participation rate | 85.7% | 81.7%+4.0pp | 77.8%+8.0pp | 80.0%+5.8pp |
| Annual return | 18.84% | 69.37%-50.5pp | 62.79%-43.9pp | 220.34%-201.5pp |
| Employer contribution / active EE | $1,547 | $4,636-66.6% | $4,154-62.8% | $4,156-62.8% |
| Participant deferral / active EE | $1,968 | $6,166-68.1% | $5,453-63.9% | $6,407-69.3% |
| Admin fee / account holder | $1,151 | $16,471-93.0% | $14,116-91.8% | $12,270-90.6% |