Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $21,535 | $81,664-73.6% | $70,476-69.4% | $158,966-86.5% |
| Participation rate | 71.4% | 77.7%-6.3pp | 75.1%-3.6pp | 82.0%-10.5pp |
| Annual return | 24.04% | 208.59%-184.6pp | 109.12%-85.1pp | 302.95%-278.9pp |
| Employer contribution / active EE | $3,458 | $3,219+7.4% | $2,738+26.3% | $4,762-27.4% |
| Participant deferral / active EE | $3,996 | $4,556-12.3% | $3,710+7.7% | $5,983-33.2% |
| Admin fee / account holder | $599 | $6,197-90.3% | $3,847-84.4% | $11,250-94.7% |