Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $27,230 | $117,904-76.9% | $102,457-73.4% | $145,978-81.3% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 16.04% | 31.80%-15.8pp | 29.41%-13.4pp | 550.52%-534.5pp |
| Employer contribution / active EE | $4,684 | $3,613+29.6% | $3,022+55.0% | $4,662+0.5% |
| Participant deferral / active EE | $6,304 | $5,733+10.0% | $5,054+24.7% | $6,690-5.8% |
| Admin fee / account holder | $1,864 | $13,329-86.0% | $9,451-80.3% | $13,400-86.1% |