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 | $25,334 | $83,337-69.6% | $67,834-62.7% | $273,972-90.8% |
| Participation rate | 87.5% | 76.4%+11.1pp | 68.8%+18.7pp | 83.0%+4.5pp |
| Annual return | 15.20% | 259.45%-244.3pp | 138.47%-123.3pp | 41.46%-26.3pp |
| Employer contribution / active EE | $1,476 | $3,287-55.1% | $2,403-38.6% | $4,869-69.7% |
| Participant deferral / active EE | $12,049 | $4,088+194.7% | $3,160+281.3% | $5,287+127.9% |
| Admin fee / account holder | $304 | $6,752-95.5% | $4,622-93.4% | $10,133-97.0% |