Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $21,675 | $160,040-86.5% | $147,096-85.3% | $145,877-85.1% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.2%+10.1pp | 80.3%+12.0pp |
| Annual return | 13.44% | 98.49%-85.1pp | 419.75%-406.3pp | 551.28%-537.8pp |
| Employer contribution / active EE | $3,609 | $5,289-31.8% | $4,936-26.9% | $4,663-22.6% |
| Participant deferral / active EE | $5,352 | $8,429-36.5% | $8,071-33.7% | $6,691-20.0% |
| Admin fee / account holder | $4,383 | $15,050-70.9% | $13,005-66.3% | $13,402-67.3% |