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 | $19,125 | $181,062-89.4% | $158,223-87.9% | $155,188-87.7% |
| Participation rate | 83.3% | 82.7%+0.7pp | 79.2%+4.1pp | 80.8%+2.5pp |
| Annual return | 18.84% | 57.39%-38.5pp | 52.09%-33.3pp | 148.84%-130.0pp |
| Employer contribution / active EE | $1,402 | $4,565-69.3% | $4,109-65.9% | $4,248-67.0% |
| Participant deferral / active EE | $4,097 | $6,134-33.2% | $5,467-25.1% | $6,531-37.3% |
| Admin fee / account holder | $341 | $18,825-98.2% | $16,047-97.9% | $14,480-97.6% |