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 | $24,151 | $70,366-65.7% | $66,674-63.8% | $138,895-82.6% |
| Participation rate | 92.3% | 76.2%+16.1pp | 73.7%+18.6pp | 79.9%+12.4pp |
| Annual return | 16.46% | 386.41%-370.0pp | 321.24%-304.8pp | 145.39%-128.9pp |
| Employer contribution / active EE | $1,575 | $2,765-43.0% | $2,620-39.9% | $4,194-62.4% |
| Participant deferral / active EE | $3,047 | $4,374-30.3% | $4,084-25.4% | $6,396-52.4% |
| Admin fee / account holder | $6,748 | $5,262+28.2% | $5,098+32.4% | $12,562-46.3% |