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 | $23,116 | $52,353-55.8% | $120,225-80.8% | $82,448-72.0% |
| Participation rate | 88.7% | 58.3%+30.4pp | 69.6%+19.1pp | 68.1%+20.6pp |
| Annual return | 22.49% | 61.85%-39.4pp | 439.23%-416.7pp | 41.64%-19.1pp |
| Employer contribution / active EE | $2,543 | $1,510+68.4% | $3,475-26.8% | $2,551-0.3% |
| Participant deferral / active EE | $4,622 | $2,627+75.9% | $3,999+15.6% | $4,139+11.7% |
| Admin fee / account holder | $3,634 | $4,363-16.7% | $5,696-36.2% | $7,234-49.8% |