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 | $28,842 | $125,778-77.1% | $114,563-74.8% | $154,746-81.4% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.9%+2.1pp | 80.7%-5.7pp |
| Annual return | 17.60% | 295.14%-277.5pp | 241.09%-223.5pp | 172.34%-154.7pp |
| Employer contribution / active EE | $1,837 | $2,806-34.5% | $2,592-29.1% | $4,379-58.1% |
| Participant deferral / active EE | $7,270 | $4,445+63.6% | $4,142+75.5% | $6,730+8.0% |
| Admin fee / account holder | $2,203 | $8,190-73.1% | $7,623-71.1% | $14,365-84.7% |