Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $27,182 | $103,008-73.6% | $90,304-69.9% | $152,897-82.2% |
| Participation rate | 75.0% | 75.9%-0.9pp | 73.3%+1.7pp | 82.5%-7.5pp |
| Annual return | 22.39% | 95.22%-72.8pp | 78.13%-55.7pp | 345.43%-323.0pp |
| Employer contribution / active EE | $3,119 | $3,139-0.7% | $2,855+9.2% | $4,764-34.5% |
| Participant deferral / active EE | $3,644 | $4,281-14.9% | $3,885-6.2% | $5,851-37.7% |
| Admin fee / account holder | $563 | $6,175-90.9% | $5,354-89.5% | $11,599-95.1% |