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 | $26,746 | $85,766-68.8% | $136,297-80.4% | $70,124-61.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 17.32% | 31.45%-14.1pp | 5156.19%-5138.9pp | 73.14%-55.8pp |
| Employer contribution / active EE | $4,193 | $2,966+41.4% | $4,696-10.7% | $2,342+79.0% |
| Participant deferral / active EE | $5,479 | $5,051+8.5% | $6,247-12.3% | $3,332+64.5% |
| Admin fee / account holder | $6,057 | $5,420+11.7% | $9,244-34.5% | $4,645+30.4% |