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 | $22,115 | $183,592-88.0% | $155,574-85.8% | $145,877-84.8% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 38.17% | 61.37%-23.2pp | 64.87%-26.7pp | 551.28%-513.1pp |
| Employer contribution / active EE | $1,843 | $5,317-65.3% | $4,676-60.6% | $4,663-60.5% |
| Participant deferral / active EE | $6,057 | $6,466-6.3% | $5,629+7.6% | $6,691-9.5% |
| Admin fee / account holder | $9,111 | $19,316-52.8% | $15,914-42.7% | $13,402-32.0% |