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 | $20,784 | $72,071-71.2% | $68,368-69.6% | $137,256-84.9% |
| Participation rate | 81.8% | 76.2%+5.6pp | 73.8%+8.1pp | 80.0%+1.9pp |
| Annual return | 19.48% | 353.14%-333.7pp | 292.57%-273.1pp | 220.34%-200.9pp |
| Employer contribution / active EE | $1,269 | $2,788-54.5% | $2,649-52.1% | $4,156-69.5% |
| Participant deferral / active EE | $4,280 | $4,410-2.9% | $4,123+3.8% | $6,407-33.2% |
| Admin fee / account holder | $1,779 | $5,336-66.7% | $5,150-65.5% | $12,270-85.5% |