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 | $23,417 | $172,111-86.4% | $150,298-84.4% | $137,256-82.9% |
| Participation rate | 90.0% | 81.7%+8.3pp | 77.8%+12.2pp | 80.0%+10.0pp |
| Annual return | 19.24% | 69.37%-50.1pp | 62.79%-43.5pp | 220.34%-201.1pp |
| Employer contribution / active EE | $2,901 | $4,636-37.4% | $4,154-30.2% | $4,156-30.2% |
| Participant deferral / active EE | $6,644 | $6,166+7.8% | $5,453+21.9% | $6,407+3.7% |
| Admin fee / account holder | $1,339 | $16,471-91.9% | $14,116-90.5% | $12,270-89.1% |