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 | $28,853 | $154,228-81.3% | $145,433-80.2% | $137,256-79.0% |
| Participation rate | 94.1% | 83.8%+10.3pp | 82.1%+12.0pp | 80.0%+14.2pp |
| Annual return | 39.84% | 74.59%-34.8pp | 66.58%-26.7pp | 220.34%-180.5pp |
| Employer contribution / active EE | $5,151 | $4,804+7.2% | $4,554+13.1% | $4,156+23.9% |
| Participant deferral / active EE | $11,421 | $8,216+39.0% | $7,897+44.6% | $6,407+78.3% |
| Admin fee / account holder | $18,696 | $14,344+30.3% | $13,129+42.4% | $12,270+52.4% |