Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $25,851 | $127,387-79.7% | $115,038-77.5% | $125,389-79.4% |
| Participation rate | 92.9% | 84.2%+8.7pp | 81.4%+11.5pp | 83.2%+9.7pp |
| Annual return | 0.00% | 31.28%-31.3pp | 26.14%-26.1pp | 282.24%-282.2pp |
| Employer contribution / active EE | $2,462 | $5,166-52.4% | $4,608-46.6% | $4,866-49.4% |
| Participant deferral / active EE | $5,522 | $6,423-14.0% | $6,026-8.4% | $5,352+3.2% |
| Admin fee / account holder | $385 | $9,516-96.0% | $8,175-95.3% | $9,541-96.0% |