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 | $21,426 | $77,920-72.5% | $149,723-85.7% | $75,177-71.5% |
| Participation rate | 92.5% | 65.6%+27.0pp | 78.8%+13.8pp | 67.2%+25.3pp |
| Annual return | 17.25% | 31.72%-14.5pp | 134.50%-117.2pp | 160.75%-143.5pp |
| Employer contribution / active EE | $2,387 | $3,138-23.9% | $4,821-50.5% | $2,671-10.6% |
| Participant deferral / active EE | $1,608 | $3,411-52.9% | $5,682-71.7% | $4,126-61.0% |
| Admin fee / account holder | $1,928 | $5,951-67.6% | $13,215-85.4% | $5,651-65.9% |