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 | $20,665 | $61,125-66.2% | $94,057-78.0% | $87,485-76.4% |
| Participation rate | 90.3% | 64.1%+26.3pp | 73.3%+17.0pp | 68.9%+21.4pp |
| Annual return | 20.99% | 35.20%-14.2pp | 480.62%-459.6pp | 26.06%-5.1pp |
| Employer contribution / active EE | $2,511 | $2,136+17.5% | $2,933-14.4% | $2,596-3.3% |
| Participant deferral / active EE | $5,268 | $3,260+61.6% | $4,709+11.9% | $4,274+23.3% |
| Admin fee / account holder | $1,509 | $5,629-73.2% | $7,244-79.2% | $7,775-80.6% |