Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $28,571 | $103,038-72.3% | $90,324-68.4% | $152,909-81.3% |
| Participation rate | 79.2% | 75.9%+3.3pp | 73.3%+5.9pp | 82.5%-3.3pp |
| Annual return | 25.44% | 95.25%-69.8pp | 78.15%-52.7pp | 345.46%-320.0pp |
| Employer contribution / active EE | $1,199 | $3,141-61.8% | $2,856-58.0% | $4,764-74.8% |
| Participant deferral / active EE | $1,248 | $4,282-70.9% | $3,885-67.9% | $5,851-78.7% |
| Admin fee / account holder | $1,971 | $6,177-68.1% | $5,356-63.2% | $11,601-83.0% |