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 | $24,037 | $185,312-87.0% | $161,489-85.1% | $154,746-84.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 21.33% | 103.84%-82.5pp | 89.72%-68.4pp | 172.34%-151.0pp |
| Employer contribution / active EE | $2,225 | $4,769-53.3% | $4,268-47.9% | $4,379-49.2% |
| Participant deferral / active EE | $6,210 | $6,350-2.2% | $5,630+10.3% | $6,730-7.7% |
| Admin fee / account holder | $2,613 | $18,654-86.0% | $16,006-83.7% | $14,365-81.8% |