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 | $29,430 | $111,535-73.6% | $105,223-72.0% | $137,256-78.6% |
| Participation rate | 81.0% | 78.1%+2.9pp | 75.0%+5.9pp | 80.0%+1.0pp |
| Annual return | 17.29% | 237.85%-220.6pp | 180.65%-163.4pp | 220.34%-203.1pp |
| Employer contribution / active EE | $1,861 | $3,939-52.8% | $3,689-49.5% | $4,156-55.2% |
| Participant deferral / active EE | $5,460 | $5,500-0.7% | $5,072+7.7% | $6,407-14.8% |
| Admin fee / account holder | $7,395 | $9,721-23.9% | $8,859-16.5% | $12,270-39.7% |