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 | $24,513 | $162,136-84.9% | $152,301-83.9% | $154,746-84.2% |
| Participation rate | 78.9% | 84.1%-5.2pp | 82.4%-3.5pp | 80.7%-1.8pp |
| Annual return | 17.54% | 91.02%-73.5pp | 80.50%-63.0pp | 172.34%-154.8pp |
| Employer contribution / active EE | $2,787 | $4,890-43.0% | $4,624-39.7% | $4,379-36.4% |
| Participant deferral / active EE | $3,183 | $8,341-61.8% | $8,004-60.2% | $6,730-52.7% |
| Admin fee / account holder | $322 | $15,759-98.0% | $14,398-97.8% | $14,365-97.8% |