Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $14,859 | $110,410-86.5% | $102,437-85.5% | $145,897-89.8% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.5%+13.0pp | 80.3%+7.2pp |
| Annual return | 23.24% | 24.85%-1.6pp | 24.95%-1.7pp | 552.29%-529.1pp |
| Employer contribution / active EE | $5,962 | $4,217+41.4% | $3,871+54.0% | $4,663+27.9% |
| Participant deferral / active EE | $11,590 | $5,622+106.2% | $5,060+129.1% | $6,689+73.3% |
| Admin fee / account holder | $8,223 | $9,745-15.6% | $8,388-2.0% | $13,390-38.6% |