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 | $23,782 | $95,979-75.2% | $74,551-68.1% | $135,380-82.4% |
| Participation rate | 79.2% | 75.7%+3.5pp | 69.1%+10.0pp | 82.6%-3.5pp |
| Annual return | 14.43% | 56.97%-42.5pp | 32.53%-18.1pp | 519.81%-505.4pp |
| Employer contribution / active EE | $867 | $2,716-68.1% | $1,961-55.8% | $4,779-81.9% |
| Participant deferral / active EE | $1,677 | $3,844-56.4% | $3,108-46.1% | $5,609-70.1% |
| Admin fee / account holder | $12,681 | $6,522+94.4% | $5,059+150.6% | $10,828+17.1% |