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 | $17,237 | $148,623-88.4% | $135,974-87.3% | $139,466-87.6% |
| Participation rate | 95.5% | 83.9%+11.6pp | 81.9%+13.5pp | 80.3%+15.1pp |
| Annual return | 33.72% | 79.30%-45.6pp | 68.30%-34.6pp | 373.66%-339.9pp |
| Employer contribution / active EE | $2,389 | $5,246-54.5% | $4,859-50.8% | $4,754-49.8% |
| Participant deferral / active EE | $5,077 | $8,103-37.3% | $7,760-34.6% | $6,712-24.4% |
| Admin fee / account holder | $2,014 | $12,406-83.8% | $10,767-81.3% | $11,409-82.3% |