Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $24,380 | $155,555-84.3% | $146,866-83.4% | $155,188-84.3% |
| Participation rate | 91.3% | 84.0%+7.3pp | 82.5%+8.8pp | 80.8%+10.5pp |
| Annual return | 18.94% | 115.41%-96.5pp | 102.85%-83.9pp | 148.84%-129.9pp |
| Employer contribution / active EE | $1,695 | $4,647-63.5% | $4,425-61.7% | $4,248-60.1% |
| Participant deferral / active EE | $5,666 | $8,044-29.6% | $7,759-27.0% | $6,531-13.3% |
| Admin fee / account holder | $1,426 | $14,755-90.3% | $13,620-89.5% | $14,480-90.2% |