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 | $26,270 | $51,638-49.1% | $68,368-61.6% | $82,448-68.1% |
| Participation rate | 85.5% | 63.6%+21.9pp | 73.8%+11.8pp | 68.1%+17.5pp |
| Annual return | 16.66% | 37.53%-20.9pp | 292.57%-275.9pp | 41.64%-25.0pp |
| Employer contribution / active EE | $4,023 | $2,047+96.6% | $2,649+51.9% | $2,551+57.7% |
| Participant deferral / active EE | $1,025 | $2,914-64.8% | $4,123-75.1% | $4,139-75.2% |
| Admin fee / account holder | $1,332 | $4,643-71.3% | $5,150-74.1% | $7,234-81.6% |