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 | $29,630 | $78,705-62.4% | $117,860-74.9% | $70,124-57.7% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 25.76% | 23.30%+2.5pp | 335.10%-309.3pp | 73.14%-47.4pp |
| Employer contribution / active EE | $1,668 | $2,223-25.0% | $3,786-56.0% | $2,342-28.8% |
| Participant deferral / active EE | $2,276 | $3,297-31.0% | $4,482-49.2% | $3,332-31.7% |
| Admin fee / account holder | $1,792 | $5,065-64.6% | $8,021-77.7% | $4,645-61.4% |