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 | $27,149 | $103,000-73.6% | $90,300-69.9% | $152,885-82.2% |
| Participation rate | 83.3% | 75.9%+7.5pp | 73.3%+10.1pp | 82.5%+0.9pp |
| Annual return | 24.90% | 95.19%-70.3pp | 78.11%-53.2pp | 345.39%-320.5pp |
| Employer contribution / active EE | $1,244 | $3,138-60.4% | $2,854-56.4% | $4,763-73.9% |
| Participant deferral / active EE | $5,209 | $4,281+21.7% | $3,884+34.1% | $5,851-11.0% |
| Admin fee / account holder | $4,568 | $6,173-26.0% | $5,353-14.7% | $11,598-60.6% |