Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $31,153 | $63,354-50.8% | $94,105-66.9% | $82,637-62.3% |
| Participation rate | 81.8% | 63.8%+18.0pp | 71.9%+9.9pp | 68.1%+13.8pp |
| Annual return | 28.52% | 34.36%-5.8pp | 204.55%-176.0pp | 53.51%-25.0pp |
| Employer contribution / active EE | $1,509 | $1,760-14.3% | $2,504-39.8% | $2,552-40.9% |
| Participant deferral / active EE | $3,039 | $2,873+5.8% | $3,881-21.7% | $4,126-26.3% |
| Admin fee / account holder | $481 | $5,073-90.5% | $6,199-92.2% | $7,339-93.4% |