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 | $58,234-63.9% | $81,783-74.3% | $80,874-74.0% |
| Participation rate | 85.3% | 63.4%+21.9pp | 72.4%+12.9pp | 67.6%+17.6pp |
| Annual return | 16.49% | 41.70%-25.2pp | 775.05%-758.6pp | 35.62%-19.1pp |
| Employer contribution / active EE | $3,052 | $2,341+30.3% | $2,913+4.8% | $2,756+10.7% |
| Participant deferral / active EE | $4,975 | $3,283+51.6% | $4,320+15.2% | $4,297+15.8% |
| Admin fee / account holder | $2,146 | $4,982-56.9% | $7,380-70.9% | $6,935-69.1% |