Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $30,528 | $85,171-64.2% | $172,752-82.3% | $72,975-58.2% |
| Participation rate | 85.3% | 70.1%+15.3pp | 82.6%+2.7pp | 69.5%+15.8pp |
| Annual return | 23.11% | 27.32%-4.2pp | 802.97%-779.9pp | 81.01%-57.9pp |
| Employer contribution / active EE | $2,014 | $3,324-39.4% | $5,144-60.8% | $2,440-17.5% |
| Participant deferral / active EE | $4,026 | $3,260+23.5% | $5,198-22.6% | $3,608+11.6% |
| Admin fee / account holder | $418 | $5,880-92.9% | $13,955-97.0% | $5,124-91.8% |