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 | $23,466 | $97,125-75.8% | $86,233-72.8% | $137,256-82.9% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.0%+11.0pp | 80.0%0pp |
| Annual return | 25.91% | 74.19%-48.3pp | 61.39%-35.5pp | 220.34%-194.4pp |
| Employer contribution / active EE | $3,016 | $2,841+6.1% | $2,504+20.4% | $4,156-27.4% |
| Participant deferral / active EE | $3,913 | $5,180-24.5% | $4,559-14.2% | $6,407-38.9% |
| Admin fee / account holder | $12,118 | $9,725+24.6% | $8,342+45.3% | $12,270-1.2% |