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 | $28,010 | $106,236-73.6% | $96,496-71.0% | $139,427-79.9% |
| Participation rate | 85.7% | 77.8%+7.9pp | 74.3%+11.4pp | 80.3%+5.4pp |
| Annual return | 19.08% | 38.43%-19.3pp | 35.70%-16.6pp | 373.27%-354.2pp |
| Employer contribution / active EE | $2,004 | $4,104-51.2% | $3,738-46.4% | $4,752-57.8% |
| Participant deferral / active EE | $3,371 | $5,455-38.2% | $4,879-30.9% | $6,711-49.8% |
| Admin fee / account holder | $1,952 | $7,879-75.2% | $6,731-71.0% | $11,404-82.9% |