Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $24,907 | $108,882-77.1% | $96,754-74.3% | $154,746-83.9% |
| Participation rate | 94.4% | 75.1%+19.4pp | 70.3%+24.2pp | 80.7%+13.7pp |
| Annual return | 20.44% | 98.39%-77.9pp | 82.04%-61.6pp | 172.34%-151.9pp |
| Employer contribution / active EE | $2,297 | $3,018-23.9% | $2,679-14.3% | $4,379-47.5% |
| Participant deferral / active EE | $4,854 | $5,323-8.8% | $4,758+2.0% | $6,730-27.9% |
| Admin fee / account holder | $2,529 | $10,200-75.2% | $8,905-71.6% | $14,365-82.4% |