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 | $28,417 | $111,785-74.6% | $93,669-69.7% | $145,877-80.5% |
| Participation rate | 88.2% | 74.2%+14.0pp | 68.7%+19.5pp | 80.3%+7.9pp |
| Annual return | 13.96% | 203.79%-189.8pp | 133.59%-119.6pp | 551.28%-537.3pp |
| Employer contribution / active EE | $1,481 | $3,096-52.2% | $2,424-38.9% | $4,663-68.2% |
| Participant deferral / active EE | $2,176 | $4,919-55.8% | $4,416-50.7% | $6,691-67.5% |
| Admin fee / account holder | $951 | $10,256-90.7% | $8,291-88.5% | $13,402-92.9% |