Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $22,995 | $211,288-89.1% | $178,540-87.1% | $145,884-84.2% |
| Participation rate | 80.0% | 80.8%-0.8pp | 77.1%+2.9pp | 80.3%-0.3pp |
| Annual return | 12.27% | 30.27%-18.0pp | 27.15%-14.9pp | 551.85%-539.6pp |
| Employer contribution / active EE | $4,243 | $4,574-7.2% | $3,953+7.3% | $4,662-9.0% |
| Participant deferral / active EE | $8,269 | $6,967+18.7% | $6,281+31.7% | $6,690+23.6% |
| Admin fee / account holder | $6,482 | $12,105-46.5% | $10,424-37.8% | $13,392-51.6% |