Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $22,882 | $95,406-76.0% | $185,849-87.7% | $85,847-73.3% |
| Participation rate | 77.4% | 68.8%+8.6pp | 81.7%-4.4pp | 69.3%+8.0pp |
| Annual return | 16.47% | 23.59%-7.1pp | 122.10%-105.6pp | 318.61%-302.1pp |
| Employer contribution / active EE | $3,672 | $3,314+10.8% | $5,169-29.0% | $2,565+43.1% |
| Participant deferral / active EE | $1,841 | $3,424-46.2% | $5,569-66.9% | $3,952-53.4% |
| Admin fee / account holder | $492 | $7,214-93.2% | $16,244-97.0% | $6,261-92.1% |