Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $24,771 | $72,071-65.6% | $68,368-63.8% | $137,256-82.0% |
| Participation rate | 92.9% | 76.2%+16.6pp | 73.8%+19.1pp | 80.0%+12.9pp |
| Annual return | 20.25% | 353.14%-332.9pp | 292.57%-272.3pp | 220.34%-200.1pp |
| Employer contribution / active EE | $1,327 | $2,788-52.4% | $2,649-49.9% | $4,156-68.1% |
| Participant deferral / active EE | $2,164 | $4,410-50.9% | $4,123-47.5% | $6,407-66.2% |
| Admin fee / account holder | $1,150 | $5,336-78.5% | $5,150-77.7% | $12,270-90.6% |