Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $30,609 | $150,207-79.6% | $120,380-74.6% | $145,978-79.0% |
| Participation rate | 84.2% | 78.8%+5.4pp | 71.9%+12.3pp | 80.3%+3.9pp |
| Annual return | 11.49% | 154.28%-142.8pp | 107.28%-95.8pp | 550.52%-539.0pp |
| Employer contribution / active EE | $5,280 | $4,351+21.4% | $3,465+52.4% | $4,662+13.3% |
| Participant deferral / active EE | $7,730 | $6,175+25.2% | $4,992+54.8% | $6,690+15.6% |
| Admin fee / account holder | $4,396 | $12,203-64.0% | $9,421-53.3% | $13,400-67.2% |