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 | $21,366 | $49,976-57.2% | $66,674-68.0% | $82,637-74.1% |
| Participation rate | 79.2% | 63.1%+16.1pp | 73.7%+5.5pp | 68.1%+11.1pp |
| Annual return | 23.58% | 39.09%-15.5pp | 321.24%-297.7pp | 53.51%-29.9pp |
| Employer contribution / active EE | $2,846 | $1,988+43.2% | $2,620+8.6% | $2,552+11.5% |
| Participant deferral / active EE | $5,948 | $2,847+108.9% | $4,084+45.6% | $4,126+44.1% |
| Admin fee / account holder | $2,512 | $4,594-45.3% | $5,098-50.7% | $7,339-65.8% |