Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $28,545 | $91,537-68.8% | $130,045-78.0% | $75,173-62.0% |
| Participation rate | 97.6% | 71.5%+26.1pp | 78.5%+19.1pp | 67.2%+30.4pp |
| Annual return | 26.25% | -631.55%+657.8pp | -137.30%+163.6pp | 160.72%-134.5pp |
| Employer contribution / active EE | $4,397 | $2,845+54.6% | $4,321+1.8% | $2,671+64.6% |
| Participant deferral / active EE | $8,450 | $4,343+94.6% | $5,820+45.2% | $4,126+104.8% |
| Admin fee / account holder | $337 | $6,780-95.0% | $10,600-96.8% | $5,651-94.0% |