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 | $20,407 | $114,119-82.1% | $107,187-81.0% | $138,895-85.3% |
| Participation rate | 90.9% | 78.1%+12.8pp | 75.0%+15.9pp | 79.9%+11.0pp |
| Annual return | 43.32% | 273.21%-229.9pp | 204.55%-161.2pp | 145.39%-102.1pp |
| Employer contribution / active EE | $2,105 | $4,059-48.1% | $3,782-44.4% | $4,194-49.8% |
| Participant deferral / active EE | $6,142 | $5,538+10.9% | $5,096+20.5% | $6,396-4.0% |
| Admin fee / account holder | $508 | $10,024-94.9% | $9,162-94.5% | $12,562-96.0% |