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 | $27,890 | $53,837-48.2% | $75,717-63.2% | $85,856-67.5% |
| Participation rate | 95.6% | 69.1%+26.5pp | 74.8%+20.7pp | 69.3%+26.2pp |
| Annual return | 33.47% | 24.54%+8.9pp | 104.58%-71.1pp | 318.58%-285.1pp |
| Employer contribution / active EE | $3,513 | $2,017+74.1% | $2,743+28.1% | $2,565+36.9% |
| Participant deferral / active EE | $3,598 | $2,895+24.3% | $3,821-5.8% | $3,952-8.9% |
| Admin fee / account holder | $361 | $3,341-89.2% | $3,619-90.0% | $6,261-94.2% |