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 | $27,070 | $162,136-83.3% | $152,301-82.2% | $154,746-82.5% |
| Participation rate | 86.7% | 84.1%+2.6pp | 82.4%+4.2pp | 80.7%+6.0pp |
| Annual return | 20.82% | 91.02%-70.2pp | 80.50%-59.7pp | 172.34%-151.5pp |
| Employer contribution / active EE | $3,216 | $4,890-34.2% | $4,624-30.5% | $4,379-26.6% |
| Participant deferral / active EE | $3,757 | $8,341-55.0% | $8,004-53.1% | $6,730-44.2% |
| Admin fee / account holder | $1,345 | $15,759-91.5% | $14,398-90.7% | $14,365-90.6% |