Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $24,570 | $176,105-86.0% | $159,474-84.6% | $167,536-85.3% |
| Participation rate | 88.9% | 85.0%+3.9pp | 82.8%+6.1pp | 82.1%+6.8pp |
| Annual return | 20.99% | 331.91%-310.9pp | 263.68%-242.7pp | 478.82%-457.8pp |
| Employer contribution / active EE | $4,721 | $5,299-10.9% | $4,831-2.3% | $4,839-2.4% |
| Participant deferral / active EE | $12,277 | $7,751+58.4% | $7,353+67.0% | $6,342+93.6% |
| Admin fee / account holder | $5,848 | $12,559-53.4% | $10,802-45.9% | $12,315-52.5% |