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 | $25,317 | $165,399-84.7% | $149,745-83.1% | $158,982-84.1% |
| Participation rate | 95.2% | 84.6%+10.7pp | 82.5%+12.8pp | 82.0%+13.3pp |
| Annual return | 12.24% | 348.34%-336.1pp | 276.72%-264.5pp | 302.99%-290.7pp |
| Employer contribution / active EE | $1,580 | $5,105-69.0% | $4,646-66.0% | $4,763-66.8% |
| Participant deferral / active EE | $2,832 | $7,183-60.6% | $6,843-58.6% | $5,983-52.7% |
| Admin fee / account holder | $1,389 | $10,811-87.1% | $9,312-85.1% | $11,252-87.7% |