Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $26,839 | $101,618-73.6% | $93,063-71.2% | $137,256-80.4% |
| Participation rate | 87.5% | 74.9%+12.6pp | 72.1%+15.4pp | 80.0%+7.5pp |
| Annual return | 13.94% | 223.95%-210.0pp | 34.15%-20.2pp | 220.34%-206.4pp |
| Employer contribution / active EE | $3,038 | $2,707+12.2% | $2,476+22.7% | $4,156-26.9% |
| Participant deferral / active EE | $4,566 | $4,279+6.7% | $3,958+15.3% | $6,407-28.7% |
| Admin fee / account holder | $7,744 | $6,198+24.9% | $6,033+28.4% | $12,270-36.9% |