Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $28,971 | $95,415-69.6% | $185,851-84.4% | $85,851-66.3% |
| Participation rate | 85.4% | 68.8%+16.7pp | 81.7%+3.7pp | 69.3%+16.1pp |
| Annual return | 27.19% | 23.59%+3.6pp | 122.11%-94.9pp | 318.63%-291.4pp |
| Employer contribution / active EE | $2,106 | $3,314-36.5% | $5,168-59.3% | $2,565-17.9% |
| Participant deferral / active EE | $6,040 | $3,424+76.4% | $5,569+8.5% | $3,952+52.8% |
| Admin fee / account holder | $3,441 | $7,215-52.3% | $16,245-78.8% | $6,261-45.0% |