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 | $26,874 | $125,193-78.5% | $105,591-74.5% | $145,978-81.6% |
| Participation rate | 79.2% | 77.6%+1.5pp | 75.3%+3.9pp | 80.3%-1.1pp |
| Annual return | 11.56% | 225.53%-214.0pp | 116.43%-104.9pp | 550.52%-539.0pp |
| Employer contribution / active EE | $4,167 | $3,718+12.1% | $3,166+31.6% | $4,662-10.6% |
| Participant deferral / active EE | $0 | $5,708-100.0% | $5,008-100.0% | $6,690-100.0% |
| Admin fee / account holder | $2,226 | $17,277-87.1% | $11,024-79.8% | $13,400-83.4% |