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 | $24,190 | $103,008-76.5% | $90,304-73.2% | $152,897-84.2% |
| Participation rate | 90.0% | 75.9%+14.1pp | 73.3%+16.7pp | 82.5%+7.5pp |
| Annual return | 27.92% | 95.22%-67.3pp | 78.13%-50.2pp | 345.43%-317.5pp |
| Employer contribution / active EE | $1,443 | $3,139-54.0% | $2,855-49.5% | $4,764-69.7% |
| Participant deferral / active EE | $3,585 | $4,281-16.3% | $3,885-7.7% | $5,851-38.7% |
| Admin fee / account holder | $597 | $6,175-90.3% | $5,354-88.8% | $11,599-94.9% |