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 | $29,900 | $90,674-67.0% | $96,707-69.1% | $82,448-63.7% |
| Participation rate | 86.3% | 75.9%+10.3pp | 80.4%+5.9pp | 68.1%+18.2pp |
| Annual return | 26.80% | 49.05%-22.3pp | 34.78%-8.0pp | 41.64%-14.8pp |
| Employer contribution / active EE | $3,580 | $3,975-9.9% | $4,191-14.6% | $2,551+40.3% |
| Participant deferral / active EE | $6,239 | $5,696+9.5% | $5,997+4.0% | $4,139+50.7% |
| Admin fee / account holder | $449 | $7,568-94.1% | $7,503-94.0% | $7,234-93.8% |