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 | $20,541 | $162,136-87.3% | $152,301-86.5% | $154,746-86.7% |
| Participation rate | 82.4% | 84.1%-1.8pp | 82.4%-0.1pp | 80.7%+1.7pp |
| Annual return | 23.46% | 91.02%-67.6pp | 80.50%-57.0pp | 172.34%-148.9pp |
| Employer contribution / active EE | $2,525 | $4,890-48.4% | $4,624-45.4% | $4,379-42.3% |
| Participant deferral / active EE | $8,853 | $8,341+6.1% | $8,004+10.6% | $6,730+31.5% |
| Admin fee / account holder | $2,184 | $15,759-86.1% | $14,398-84.8% | $14,365-84.8% |