Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $29,363 | $70,366-58.3% | $66,674-56.0% | $138,895-78.9% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.7%+6.3pp | 79.9%+0.1pp |
| Annual return | 22.95% | 386.41%-363.5pp | 321.24%-298.3pp | 145.39%-122.4pp |
| Employer contribution / active EE | $2,227 | $2,765-19.5% | $2,620-15.0% | $4,194-46.9% |
| Participant deferral / active EE | $4,346 | $4,374-0.6% | $4,084+6.4% | $6,396-32.1% |
| Admin fee / account holder | $656 | $5,262-87.5% | $5,098-87.1% | $12,562-94.8% |