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 | $30,076 | $183,592-83.6% | $155,567-80.7% | $145,959-79.4% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 20.34% | 61.24%-40.9pp | 64.74%-44.4pp | 561.95%-541.6pp |
| Employer contribution / active EE | $1,988 | $5,315-62.6% | $4,674-57.5% | $4,661-57.4% |
| Participant deferral / active EE | $5,679 | $6,464-12.1% | $5,628+0.9% | $6,689-15.1% |
| Admin fee / account holder | $452 | $19,318-97.7% | $15,916-97.2% | $13,398-96.6% |