Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $111,814-86.7% | $103,374-85.6% | $145,959-89.8% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.5%+13.0pp | 80.3%+7.2pp |
| Annual return | 23.24% | 24.77%-1.5pp | 24.89%-1.6pp | 561.95%-538.7pp |
| Employer contribution / active EE | $5,962 | $4,214+41.5% | $3,869+54.1% | $4,661+27.9% |
| Participant deferral / active EE | $11,590 | $5,618+106.3% | $5,058+129.2% | $6,689+73.3% |
| Admin fee / account holder | $8,223 | $9,754-15.7% | $8,394-2.0% | $13,398-38.6% |