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 | $26,831 | $96,678-72.2% | $86,640-69.0% | $139,466-80.8% |
| Participation rate | 77.8% | 74.4%+3.4pp | 71.7%+6.1pp | 80.3%-2.6pp |
| Annual return | 17.96% | 106.69%-88.7pp | 592.52%-574.6pp | 373.66%-355.7pp |
| Employer contribution / active EE | $1,878 | $3,265-42.5% | $3,024-37.9% | $4,754-60.5% |
| Participant deferral / active EE | $2,897 | $4,837-40.1% | $4,438-34.7% | $6,712-56.8% |
| Admin fee / account holder | $412 | $6,410-93.6% | $5,616-92.7% | $11,409-96.4% |