Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $25,398 | $181,062-86.0% | $158,223-83.9% | $155,188-83.6% |
| Participation rate | 75.0% | 82.7%-7.7pp | 79.2%-4.2pp | 80.8%-5.8pp |
| Annual return | 14.45% | 57.39%-42.9pp | 52.09%-37.6pp | 148.84%-134.4pp |
| Employer contribution / active EE | $1,044 | $4,565-77.1% | $4,109-74.6% | $4,248-75.4% |
| Participant deferral / active EE | $2,594 | $6,134-57.7% | $5,467-52.6% | $6,531-60.3% |
| Admin fee / account holder | $631 | $18,825-96.6% | $16,047-96.1% | $14,480-95.6% |