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 | $28,445 | $183,592-84.5% | $155,574-81.7% | $145,877-80.5% |
| Participation rate | 84.2% | 82.7%+1.5pp | 78.2%+6.0pp | 80.3%+3.9pp |
| Annual return | 10.67% | 61.37%-50.7pp | 64.87%-54.2pp | 551.28%-540.6pp |
| Employer contribution / active EE | $1,598 | $5,317-70.0% | $4,676-65.8% | $4,663-65.7% |
| Participant deferral / active EE | $4,057 | $6,466-37.3% | $5,629-27.9% | $6,691-39.4% |
| Admin fee / account holder | $610 | $19,316-96.8% | $15,914-96.2% | $13,402-95.4% |