Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $23,693 | $157,304-84.9% | $141,197-83.2% | $152,909-84.5% |
| Participation rate | 84.6% | 84.8%-0.2pp | 82.5%+2.1pp | 82.5%+2.2pp |
| Annual return | 23.47% | 64.34%-40.9pp | 71.41%-47.9pp | 345.46%-322.0pp |
| Employer contribution / active EE | $2,612 | $5,263-50.4% | $4,736-44.8% | $4,764-45.2% |
| Participant deferral / active EE | $4,896 | $7,111-31.1% | $6,710-27.0% | $5,851-16.3% |
| Admin fee / account holder | $2,541 | $12,126-79.0% | $10,265-75.2% | $11,601-78.1% |