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 | $28,620 | $115,814-75.3% | $101,275-71.7% | $158,982-82.0% |
| Participation rate | 84.6% | 79.4%+5.2pp | 75.8%+8.8pp | 82.0%+2.6pp |
| Annual return | 17.64% | 56.16%-38.5pp | 46.48%-28.8pp | 302.99%-285.4pp |
| Employer contribution / active EE | $1,543 | $4,176-63.0% | $3,660-57.8% | $4,763-67.6% |
| Participant deferral / active EE | $4,322 | $4,958-12.8% | $4,371-1.1% | $5,983-27.8% |
| Admin fee / account holder | $1,182 | $7,249-83.7% | $5,948-80.1% | $11,252-89.5% |