Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $24,802 | $100,139-75.2% | $85,187-70.9% | $145,884-83.0% |
| Participation rate | 85.0% | 74.1%+10.9pp | 67.5%+17.5pp | 80.3%+4.7pp |
| Annual return | 21.23% | 84.15%-62.9pp | 66.67%-45.4pp | 551.85%-530.6pp |
| Employer contribution / active EE | $1,554 | $3,238-52.0% | $2,732-43.1% | $4,662-66.7% |
| Participant deferral / active EE | $2,458 | $5,296-53.6% | $4,525-45.7% | $6,690-63.3% |
| Admin fee / account holder | $323 | $7,262-95.6% | $6,162-94.8% | $13,392-97.6% |