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 | $20,471 | $185,312-89.0% | $161,489-87.3% | $154,746-86.8% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.7%-3.7pp | 80.7%-5.7pp |
| Annual return | 28.36% | 103.84%-75.5pp | 89.72%-61.4pp | 172.34%-144.0pp |
| Employer contribution / active EE | $1,242 | $4,769-74.0% | $4,268-70.9% | $4,379-71.6% |
| Participant deferral / active EE | $4,268 | $6,350-32.8% | $5,630-24.2% | $6,730-36.6% |
| Admin fee / account holder | $791 | $18,654-95.8% | $16,006-95.1% | $14,365-94.5% |