Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $28,588 | $150,346-81.0% | $120,524-76.3% | $145,877-80.4% |
| Participation rate | 85.0% | 78.8%+6.2pp | 71.9%+13.1pp | 80.3%+4.7pp |
| Annual return | 14.02% | 154.40%-140.4pp | 107.36%-93.3pp | 551.28%-537.3pp |
| Employer contribution / active EE | $1,962 | $4,353-54.9% | $3,469-43.4% | $4,663-57.9% |
| Participant deferral / active EE | $2,744 | $6,172-55.6% | $4,994-45.1% | $6,691-59.0% |
| Admin fee / account holder | $3,188 | $12,215-73.9% | $9,440-66.2% | $13,402-76.2% |