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 | $33,831 | $223,823-84.9% | $211,142-84.0% | $154,746-78.1% |
| Participation rate | 88.9% | 87.9%+1.0pp | 87.3%+1.6pp | 80.7%+8.2pp |
| Annual return | 20.41% | 50.39%-30.0pp | 46.84%-26.4pp | 172.34%-151.9pp |
| Employer contribution / active EE | $2,791 | $6,787-58.9% | $6,442-56.7% | $4,379-36.3% |
| Participant deferral / active EE | $4,654 | $9,750-52.3% | $9,284-49.9% | $6,730-30.9% |
| Admin fee / account holder | $599 | $19,707-97.0% | $19,076-96.9% | $14,365-95.8% |