Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $26,466 | $117,846-77.5% | $102,434-74.2% | $145,884-81.9% |
| Participation rate | 70.0% | 78.6%-8.6pp | 76.5%-6.5pp | 80.3%-10.3pp |
| Annual return | 18.21% | 31.90%-13.7pp | 29.46%-11.2pp | 551.85%-533.6pp |
| Employer contribution / active EE | $1,690 | $3,615-53.2% | $3,023-44.1% | $4,662-63.8% |
| Participant deferral / active EE | $3,220 | $5,733-43.8% | $5,055-36.3% | $6,690-51.9% |
| Admin fee / account holder | $1,243 | $13,356-90.7% | $9,462-86.9% | $13,392-90.7% |