Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $29,984 | $162,136-81.5% | $152,301-80.3% | $154,746-80.6% |
| Participation rate | 71.4% | 84.1%-12.7pp | 82.4%-11.0pp | 80.7%-9.3pp |
| Annual return | 19.28% | 91.02%-71.7pp | 80.50%-61.2pp | 172.34%-153.1pp |
| Employer contribution / active EE | $1,612 | $4,890-67.0% | $4,624-65.1% | $4,379-63.2% |
| Participant deferral / active EE | $6,604 | $8,341-20.8% | $8,004-17.5% | $6,730-1.9% |
| Admin fee / account holder | $1,394 | $15,759-91.2% | $14,398-90.3% | $14,365-90.3% |