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 | $21,080 | $155,555-86.4% | $146,866-85.6% | $155,188-86.4% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.5%-7.5pp | 80.8%-5.8pp |
| Annual return | 22.32% | 115.41%-93.1pp | 102.85%-80.5pp | 148.84%-126.5pp |
| Employer contribution / active EE | $1,478 | $4,647-68.2% | $4,425-66.6% | $4,248-65.2% |
| Participant deferral / active EE | $3,224 | $8,044-59.9% | $7,759-58.4% | $6,531-50.6% |
| Admin fee / account holder | $392 | $14,755-97.3% | $13,620-97.1% | $14,480-97.3% |