Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $26,218 | $183,516-85.7% | $155,534-83.1% | $145,884-82.0% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 14.04% | 61.43%-47.4pp | 64.92%-50.9pp | 551.85%-537.8pp |
| Employer contribution / active EE | $1,363 | $5,315-74.4% | $4,675-70.8% | $4,662-70.8% |
| Participant deferral / active EE | $5,463 | $6,467-15.5% | $5,630-3.0% | $6,690-18.3% |
| Admin fee / account holder | $652 | $19,293-96.6% | $15,900-95.9% | $13,392-95.1% |