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 | $20,682 | $148,582-86.1% | $135,942-84.8% | $139,456-85.2% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 18.07% | 79.26%-61.2pp | 68.28%-50.2pp | 373.45%-355.4pp |
| Employer contribution / active EE | $1,900 | $5,245-63.8% | $4,858-60.9% | $4,753-60.0% |
| Participant deferral / active EE | $7,601 | $8,101-6.2% | $7,759-2.0% | $6,711+13.3% |
| Admin fee / account holder | $2,662 | $12,402-78.5% | $10,764-75.3% | $11,407-76.7% |