Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $21,942 | $111,787-80.4% | $93,681-76.6% | $145,978-85.0% |
| Participation rate | 95.8% | 74.2%+21.6pp | 68.7%+27.1pp | 80.3%+15.5pp |
| Annual return | 13.02% | 203.52%-190.5pp | 133.47%-120.5pp | 550.52%-537.5pp |
| Employer contribution / active EE | $2,248 | $3,093-27.3% | $2,422-7.2% | $4,662-51.8% |
| Participant deferral / active EE | $3,716 | $4,918-24.4% | $4,415-15.8% | $6,690-44.4% |
| Admin fee / account holder | $4,718 | $10,256-54.0% | $8,290-43.1% | $13,400-64.8% |