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 | $28,664 | $89,367-67.9% | $141,191-79.7% | $72,975-60.7% |
| Participation rate | 93.3% | 75.1%+18.2pp | 82.5%+10.9pp | 69.5%+23.8pp |
| Annual return | 20.13% | 111.87%-91.7pp | 71.41%-51.3pp | 81.01%-60.9pp |
| Employer contribution / active EE | $2,664 | $3,115-14.5% | $4,736-43.7% | $2,440+9.2% |
| Participant deferral / active EE | $2,900 | $5,419-46.5% | $6,710-56.8% | $3,608-19.6% |
| Admin fee / account holder | $329 | $5,957-94.5% | $10,264-96.8% | $5,124-93.6% |