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 | $20,555 | $64,324-68.0% | $118,914-82.7% | $79,856-74.3% |
| Participation rate | 73.5% | 64.9%+8.7pp | 75.4%-1.9pp | 69.6%+3.9pp |
| Annual return | 14.60% | 86.45%-71.8pp | 35.89%-21.3pp | 31.71%-17.1pp |
| Employer contribution / active EE | $1,137 | $1,836-38.1% | $3,264-65.2% | $2,471-54.0% |
| Participant deferral / active EE | $1,569 | $2,824-44.4% | $4,266-63.2% | $3,741-58.0% |
| Admin fee / account holder | $1,093 | $4,040-72.9% | $6,582-83.4% | $5,306-79.4% |