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 | $18,073 | $109,411-83.5% | $89,435-79.8% | $158,982-88.6% |
| Participation rate | 91.7% | 74.3%+17.4pp | 68.0%+23.7pp | 82.0%+9.7pp |
| Annual return | 24.67% | 345.68%-321.0pp | 245.55%-220.9pp | 302.99%-278.3pp |
| Employer contribution / active EE | $2,377 | $3,173-25.1% | $2,587-8.1% | $4,763-50.1% |
| Participant deferral / active EE | $4,289 | $4,600-6.8% | $3,890+10.2% | $5,983-28.3% |
| Admin fee / account holder | $546 | $6,159-91.1% | $4,884-88.8% | $11,252-95.2% |