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 | $17,165 | $154,228-88.9% | $145,433-88.2% | $137,256-87.5% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 18.38% | 74.59%-56.2pp | 66.58%-48.2pp | 220.34%-202.0pp |
| Employer contribution / active EE | $5,832 | $4,804+21.4% | $4,554+28.0% | $4,156+40.3% |
| Participant deferral / active EE | $5,885 | $8,216-28.4% | $7,897-25.5% | $6,407-8.1% |
| Admin fee / account holder | $2,929 | $14,344-79.6% | $13,129-77.7% | $12,270-76.1% |