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 | $22,667 | $185,312-87.8% | $161,489-86.0% | $154,746-85.4% |
| Participation rate | 83.3% | 82.5%+0.9pp | 78.7%+4.6pp | 80.7%+2.6pp |
| Annual return | 25.20% | 103.84%-78.6pp | 89.72%-64.5pp | 172.34%-147.1pp |
| Employer contribution / active EE | $1,724 | $4,769-63.8% | $4,268-59.6% | $4,379-60.6% |
| Participant deferral / active EE | $4,873 | $6,350-23.3% | $5,630-13.4% | $6,730-27.6% |
| Admin fee / account holder | $1,413 | $18,654-92.4% | $16,006-91.2% | $14,365-90.2% |