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 | $27,333 | $85,766-68.1% | $136,298-79.9% | $70,126-61.0% |
| Participation rate | 72.6% | 74.2%-1.6pp | 81.9%-9.3pp | 69.5%+3.0pp |
| Annual return | 34.52% | 31.46%+3.1pp | 5156.27%-5121.7pp | 73.15%-38.6pp |
| Employer contribution / active EE | $5,066 | $2,966+70.8% | $4,696+7.9% | $2,343+116.3% |
| Participant deferral / active EE | $10,317 | $5,051+104.2% | $6,247+65.1% | $3,332+209.6% |
| Admin fee / account holder | $1,975 | $5,421-63.6% | $9,244-78.6% | $4,645-57.5% |