Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $21,046 | $58,311-63.9% | $81,882-74.3% | $80,959-74.0% |
| Participation rate | 85.3% | 63.5%+21.8pp | 72.4%+12.9pp | 67.7%+17.6pp |
| Annual return | 16.49% | 41.85%-25.4pp | 779.47%-763.0pp | 35.67%-19.2pp |
| Employer contribution / active EE | $3,052 | $2,347+30.0% | $2,916+4.6% | $2,757+10.7% |
| Participant deferral / active EE | $4,975 | $3,287+51.4% | $4,323+15.1% | $4,300+15.7% |
| Admin fee / account holder | $2,146 | $4,752-54.8% | $7,360-70.8% | $6,925-69.0% |