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 | $20,740 | $155,555-86.7% | $146,866-85.9% | $155,188-86.6% |
| Participation rate | 85.7% | 84.0%+1.8pp | 82.5%+3.2pp | 80.8%+4.9pp |
| Annual return | 23.71% | 115.41%-91.7pp | 102.85%-79.1pp | 148.84%-125.1pp |
| Employer contribution / active EE | $2,827 | $4,647-39.2% | $4,425-36.1% | $4,248-33.4% |
| Participant deferral / active EE | $7,804 | $8,044-3.0% | $7,759+0.6% | $6,531+19.5% |
| Admin fee / account holder | $854 | $14,755-94.2% | $13,620-93.7% | $14,480-94.1% |