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 | $24,557 | $175,231-86.0% | $149,696-83.6% | $139,466-82.4% |
| Participation rate | 84.6% | 83.4%+1.2pp | 78.8%+5.8pp | 80.3%+4.3pp |
| Annual return | 19.10% | 166.77%-147.7pp | 134.46%-115.4pp | 373.66%-354.6pp |
| Employer contribution / active EE | $2,548 | $5,478-53.5% | $4,821-47.2% | $4,754-46.4% |
| Participant deferral / active EE | $7,138 | $6,521+9.5% | $5,682+25.6% | $6,712+6.3% |
| Admin fee / account holder | $445 | $16,155-97.2% | $13,212-96.6% | $11,409-96.1% |