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 | $23,465 | $108,897-78.5% | $100,378-76.6% | $145,877-83.9% |
| Participation rate | 91.7% | 83.0%+8.7pp | 81.5%+10.2pp | 80.3%+11.4pp |
| Annual return | 32.50% | 58.17%-25.7pp | 49.41%-16.9pp | 551.28%-518.8pp |
| Employer contribution / active EE | $3,864 | $4,420-12.6% | $3,942-2.0% | $4,663-17.1% |
| Participant deferral / active EE | $5,422 | $8,455-35.9% | $8,087-33.0% | $6,691-19.0% |
| Admin fee / account holder | $6,141 | $9,690-36.6% | $7,899-22.3% | $13,402-54.2% |