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 | $25,828 | $112,729-77.1% | $98,716-73.8% | $137,256-81.2% |
| Participation rate | 91.7% | 74.2%+17.4pp | 69.3%+22.4pp | 80.0%+11.7pp |
| Annual return | 15.10% | 38.48%-23.4pp | 31.81%-16.7pp | 220.34%-205.2pp |
| Employer contribution / active EE | $1,511 | $2,725-44.5% | $2,279-33.7% | $4,156-63.6% |
| Participant deferral / active EE | $2,971 | $4,640-36.0% | $4,048-26.6% | $6,407-53.6% |
| Admin fee / account holder | $13,092 | $10,129+29.3% | $8,703+50.4% | $12,270+6.7% |