Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $26,790 | $132,634-79.8% | $115,768-76.9% | $137,256-80.5% |
| Participation rate | 83.3% | 77.9%+5.5pp | 74.4%+8.9pp | 80.0%+3.4pp |
| Annual return | 18.57% | 160.70%-142.1pp | 100.46%-81.9pp | 220.34%-201.8pp |
| Employer contribution / active EE | $2,093 | $3,360-37.7% | $2,940-28.8% | $4,156-49.6% |
| Participant deferral / active EE | $6,221 | $5,619+10.7% | $4,917+26.5% | $6,407-2.9% |
| Admin fee / account holder | $3,139 | $15,028-79.1% | $12,439-74.8% | $12,270-74.4% |