Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $27,489 | $97,125-71.7% | $86,233-68.1% | $137,256-80.0% |
| Participation rate | 92.3% | 74.2%+18.1pp | 69.0%+23.3pp | 80.0%+12.3pp |
| Annual return | 13.88% | 74.19%-60.3pp | 61.39%-47.5pp | 220.34%-206.5pp |
| Employer contribution / active EE | $1,412 | $2,841-50.3% | $2,504-43.6% | $4,156-66.0% |
| Participant deferral / active EE | $2,987 | $5,180-42.3% | $4,559-34.5% | $6,407-53.4% |
| Admin fee / account holder | $16,289 | $9,725+67.5% | $8,342+95.3% | $12,270+32.8% |