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 | $17,366 | $95,406-81.8% | $185,849-90.7% | $85,847-79.8% |
| Participation rate | 93.4% | 68.8%+24.7pp | 81.7%+11.7pp | 69.3%+24.1pp |
| Annual return | 18.15% | 23.59%-5.4pp | 122.10%-103.9pp | 318.61%-300.5pp |
| Employer contribution / active EE | $2,370 | $3,314-28.5% | $5,169-54.1% | $2,565-7.6% |
| Participant deferral / active EE | $5,311 | $3,424+55.1% | $5,569-4.6% | $3,952+34.4% |
| Admin fee / account holder | $672 | $7,214-90.7% | $16,244-95.9% | $6,261-89.3% |