Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $27,715 | $111,878-75.2% | $93,727-70.4% | $145,897-81.0% |
| Participation rate | 94.1% | 74.2%+19.9pp | 68.7%+25.4pp | 80.3%+13.8pp |
| Annual return | 11.13% | 204.28%-193.1pp | 133.83%-122.7pp | 552.29%-541.2pp |
| Employer contribution / active EE | $2,271 | $3,092-26.6% | $2,421-6.2% | $4,663-51.3% |
| Participant deferral / active EE | $2,598 | $4,920-47.2% | $4,417-41.2% | $6,689-61.2% |
| Admin fee / account holder | $515 | $10,256-95.0% | $8,292-93.8% | $13,390-96.2% |