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 | $20,034 | $183,627-89.1% | $155,602-87.1% | $145,978-86.3% |
| Participation rate | 71.4% | 82.7%-11.3pp | 78.2%-6.8pp | 80.3%-8.9pp |
| Annual return | 9.56% | 61.32%-51.8pp | 64.81%-55.2pp | 550.52%-541.0pp |
| Employer contribution / active EE | $4,838 | $5,316-9.0% | $4,675+3.5% | $4,662+3.8% |
| Participant deferral / active EE | $9,358 | $6,466+44.7% | $5,629+66.3% | $6,690+39.9% |
| Admin fee / account holder | $26,788 | $19,327+38.6% | $15,923+68.2% | $13,400+99.9% |