Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $22,630 | $155,555-85.5% | $146,866-84.6% | $155,188-85.4% |
| Participation rate | 81.0% | 84.0%-3.0pp | 82.5%-1.6pp | 80.8%+0.1pp |
| Annual return | 17.94% | 115.41%-97.5pp | 102.85%-84.9pp | 148.84%-130.9pp |
| Employer contribution / active EE | $2,269 | $4,647-51.2% | $4,425-48.7% | $4,248-46.6% |
| Participant deferral / active EE | $4,201 | $8,044-47.8% | $7,759-45.9% | $6,531-35.7% |
| Admin fee / account holder | $3,499 | $14,755-76.3% | $13,620-74.3% | $14,480-75.8% |