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 | $27,331 | $185,883-85.3% | $170,043-83.9% | $139,466-80.4% |
| Participation rate | 95.8% | 87.8%+8.1pp | 87.0%+8.8pp | 80.3%+15.5pp |
| Annual return | 19.33% | 60.54%-41.2pp | 53.40%-34.1pp | 373.66%-354.3pp |
| Employer contribution / active EE | $2,460 | $7,596-67.6% | $6,790-63.8% | $4,754-48.3% |
| Participant deferral / active EE | $6,435 | $11,626-44.7% | $10,410-38.2% | $6,712-4.1% |
| Admin fee / account holder | $3,621 | $15,393-76.5% | $12,824-71.8% | $11,409-68.3% |