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 | $17,010 | $185,312-90.8% | $161,489-89.5% | $154,746-89.0% |
| Participation rate | 87.5% | 82.5%+5.0pp | 78.7%+8.8pp | 80.7%+6.8pp |
| Annual return | 25.20% | 103.84%-78.6pp | 89.72%-64.5pp | 172.34%-147.1pp |
| Employer contribution / active EE | $1,957 | $4,769-59.0% | $4,268-54.2% | $4,379-55.3% |
| Participant deferral / active EE | $6,939 | $6,350+9.3% | $5,630+23.3% | $6,730+3.1% |
| Admin fee / account holder | $2,585 | $18,654-86.1% | $16,006-83.9% | $14,365-82.0% |