Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $20,065 | $101,618-80.3% | $93,063-78.4% | $137,256-85.4% |
| Participation rate | 85.7% | 74.9%+10.8pp | 72.1%+13.6pp | 80.0%+5.8pp |
| Annual return | 15.46% | 223.95%-208.5pp | 34.15%-18.7pp | 220.34%-204.9pp |
| Employer contribution / active EE | $2,041 | $2,707-24.6% | $2,476-17.6% | $4,156-50.9% |
| Participant deferral / active EE | $774 | $4,279-81.9% | $3,958-80.4% | $6,407-87.9% |
| Admin fee / account holder | $2,677 | $6,198-56.8% | $6,033-55.6% | $12,270-78.2% |