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 | $19,726 | $154,228-87.2% | $145,433-86.4% | $137,256-85.6% |
| Participation rate | 90.0% | 83.8%+6.2pp | 82.1%+7.9pp | 80.0%+10.0pp |
| Annual return | 21.97% | 74.59%-52.6pp | 66.58%-44.6pp | 220.34%-198.4pp |
| Employer contribution / active EE | $2,986 | $4,804-37.8% | $4,554-34.4% | $4,156-28.2% |
| Participant deferral / active EE | $8,150 | $8,216-0.8% | $7,897+3.2% | $6,407+27.2% |
| Admin fee / account holder | $401 | $14,344-97.2% | $13,129-96.9% | $12,270-96.7% |