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 | $26,355 | $102,595-74.3% | $94,057-72.0% | $154,746-83.0% |
| Participation rate | 77.8% | 76.0%+1.8pp | 73.3%+4.4pp | 80.7%-2.9pp |
| Annual return | 14.08% | 583.42%-569.3pp | 480.62%-466.5pp | 172.34%-158.3pp |
| Employer contribution / active EE | $2,264 | $3,147-28.1% | $2,933-22.8% | $4,379-48.3% |
| Participant deferral / active EE | $3,926 | $5,118-23.3% | $4,709-16.6% | $6,730-41.7% |
| Admin fee / account holder | $13,907 | $7,736+79.8% | $7,244+92.0% | $14,365-3.2% |