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 | $31,231 | $185,312-83.1% | $161,489-80.7% | $154,746-79.8% |
| Participation rate | 87.5% | 82.5%+5.0pp | 78.7%+8.8pp | 80.7%+6.8pp |
| Annual return | 15.10% | 103.84%-88.7pp | 89.72%-74.6pp | 172.34%-157.2pp |
| Employer contribution / active EE | $1,933 | $4,769-59.5% | $4,268-54.7% | $4,379-55.9% |
| Participant deferral / active EE | $4,116 | $6,350-35.2% | $5,630-26.9% | $6,730-38.8% |
| Admin fee / account holder | $533 | $18,654-97.1% | $16,006-96.7% | $14,365-96.3% |