Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $25,103 | $105,856-76.3% | $90,161-72.2% | $147,586-83.0% |
| Participation rate | 75.0% | 79.7%-4.7pp | 76.9%-1.9pp | 82.8%-7.8pp |
| Annual return | 15.50% | 37.63%-22.1pp | 34.89%-19.4pp | 578.59%-563.1pp |
| Employer contribution / active EE | $2,819 | $4,126-31.7% | $3,318-15.1% | $4,876-42.2% |
| Participant deferral / active EE | $7,182 | $5,733+25.3% | $5,287+35.8% | $5,439+32.0% |
| Admin fee / account holder | $5,580 | $8,046-30.7% | $5,943-6.1% | $10,886-48.7% |