Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $21,855 | $127,386-82.8% | $115,037-81.0% | $125,388-82.6% |
| Participation rate | 82.4% | 84.2%-1.8pp | 81.4%+1.0pp | 83.2%-0.8pp |
| Annual return | 5.68% | 31.28%-25.6pp | 26.14%-20.5pp | 282.24%-276.6pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $7,051 | $6,423+9.8% | $6,026+17.0% | $5,352+31.8% |
| Admin fee / account holder | $3,341 | $9,516-64.9% | $8,175-59.1% | $9,541-65.0% |