Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $25,244 | $176,402-85.7% | $134,162-81.2% | $158,982-84.1% |
| Participation rate | 81.8% | 78.7%+3.1pp | 72.2%+9.6pp | 82.0%-0.1pp |
| Annual return | 16.54% | 63.66%-47.1pp | 36.35%-19.8pp | 302.99%-286.4pp |
| Employer contribution / active EE | $1,450 | $5,042-71.2% | $3,705-60.9% | $4,763-69.6% |
| Participant deferral / active EE | $4,544 | $4,093+11.0% | $3,500+29.8% | $5,983-24.1% |
| Admin fee / account holder | $2,178 | $8,719-75.0% | $6,685-67.4% | $11,252-80.6% |