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 | $20,377 | $148,582-86.3% | $135,942-85.0% | $139,456-85.4% |
| Participation rate | 88.2% | 83.9%+4.4pp | 81.9%+6.3pp | 80.3%+7.9pp |
| Annual return | 65.54% | 79.26%-13.7pp | 68.28%-2.7pp | 373.45%-307.9pp |
| Employer contribution / active EE | $2,791 | $5,245-46.8% | $4,858-42.5% | $4,753-41.3% |
| Participant deferral / active EE | $3,162 | $8,101-61.0% | $7,759-59.3% | $6,711-52.9% |
| Admin fee / account holder | $941 | $12,402-92.4% | $10,764-91.3% | $11,407-91.8% |