Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $22,886 | $83,337-72.5% | $67,834-66.3% | $273,972-91.6% |
| Participation rate | 75.0% | 76.4%-1.4pp | 68.8%+6.2pp | 83.0%-8.0pp |
| Annual return | 4.21% | 259.45%-255.2pp | 138.47%-134.3pp | 41.46%-37.2pp |
| Employer contribution / active EE | $6,631 | $3,287+101.7% | $2,403+175.9% | $4,869+36.2% |
| Participant deferral / active EE | $4,352 | $4,088+6.5% | $3,160+37.7% | $5,287-17.7% |
| Admin fee / account holder | $1,536 | $6,752-77.2% | $4,622-66.8% | $10,133-84.8% |