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 | $185,312-89.7% | $161,489-88.2% | $154,746-87.6% |
| Participation rate | 83.3% | 82.5%+0.9pp | 78.7%+4.6pp | 80.7%+2.6pp |
| Annual return | 18.84% | 103.84%-85.0pp | 89.72%-70.9pp | 172.34%-153.5pp |
| Employer contribution / active EE | $1,402 | $4,769-70.6% | $4,268-67.1% | $4,379-68.0% |
| Participant deferral / active EE | $4,097 | $6,350-35.5% | $5,630-27.2% | $6,730-39.1% |
| Admin fee / account holder | $341 | $18,654-98.2% | $16,006-97.9% | $14,365-97.6% |