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 | $25,914 | $88,672-70.8% | $105,223-75.4% | $82,448-68.6% |
| Participation rate | 79.3% | 67.9%+11.4pp | 75.0%+4.3pp | 68.1%+11.2pp |
| Annual return | 50.91% | 30.86%+20.1pp | 180.65%-129.7pp | 41.64%+9.3pp |
| Employer contribution / active EE | $2,374 | $3,048-22.1% | $3,689-35.6% | $2,551-7.0% |
| Participant deferral / active EE | $2,834 | $4,036-29.8% | $5,072-44.1% | $4,139-31.5% |
| Admin fee / account holder | $8,309 | $7,146+16.3% | $8,859-6.2% | $7,234+14.9% |