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 | $25,593 | $183,592-86.1% | $155,574-83.5% | $145,877-82.5% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 17.65% | 61.37%-43.7pp | 64.87%-47.2pp | 551.28%-533.6pp |
| Employer contribution / active EE | $2,090 | $5,317-60.7% | $4,676-55.3% | $4,663-55.2% |
| Participant deferral / active EE | $2,932 | $6,466-54.7% | $5,629-47.9% | $6,691-56.2% |
| Admin fee / account holder | $360 | $19,316-98.1% | $15,914-97.7% | $13,402-97.3% |