Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $23,847 | $77,901-69.4% | $149,717-84.1% | $75,181-68.3% |
| Participation rate | 81.6% | 65.6%+16.0pp | 78.8%+2.8pp | 67.2%+14.4pp |
| Annual return | 28.64% | 31.73%-3.1pp | 134.41%-105.8pp | 160.69%-132.0pp |
| Employer contribution / active EE | $3,022 | $3,137-3.7% | $4,820-37.3% | $2,671+13.2% |
| Participant deferral / active EE | $9,154 | $3,411+168.4% | $5,682+61.1% | $4,126+121.9% |
| Admin fee / account holder | $1,098 | $5,949-81.5% | $13,213-91.7% | $5,650-80.6% |