Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $19,611 | $115,814-83.1% | $101,275-80.6% | $158,982-87.7% |
| Participation rate | 78.9% | 79.4%-0.4pp | 75.8%+3.1pp | 82.0%-3.0pp |
| Annual return | 16.51% | 56.16%-39.6pp | 46.48%-30.0pp | 302.99%-286.5pp |
| Employer contribution / active EE | $1,568 | $4,176-62.4% | $3,660-57.2% | $4,763-67.1% |
| Participant deferral / active EE | $5,027 | $4,958+1.4% | $4,371+15.0% | $5,983-16.0% |
| Admin fee / account holder | $330 | $7,249-95.4% | $5,948-94.4% | $11,252-97.1% |