Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $24,848 | $99,875-75.1% | $146,866-83.1% | $86,983-71.4% |
| Participation rate | 91.2% | 75.8%+15.4pp | 82.5%+8.7pp | 69.5%+21.7pp |
| Annual return | 53.36% | 28.10%+25.3pp | 102.85%-49.5pp | 25.83%+27.5pp |
| Employer contribution / active EE | $2,168 | $3,224-32.8% | $4,425-51.0% | $2,584-16.1% |
| Participant deferral / active EE | $6,899 | $6,322+9.1% | $7,759-11.1% | $4,194+64.5% |
| Admin fee / account holder | $4,318 | $7,838-44.9% | $13,620-68.3% | $7,856-45.0% |