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 | $21,238 | $67,823-68.7% | $52,425-59.5% | $137,256-84.5% |
| Participation rate | 95.2% | 63.9%+31.3pp | 55.6%+39.6pp | 80.0%+15.3pp |
| Annual return | 24.28% | 219.11%-194.8pp | 302.12%-277.8pp | 220.34%-196.1pp |
| Employer contribution / active EE | $959 | $1,163-17.5% | $914+4.9% | $4,156-76.9% |
| Participant deferral / active EE | $3,485 | $2,288+52.3% | $1,790+94.6% | $6,407-45.6% |
| Admin fee / account holder | $855 | $2,844-69.9% | $2,495-65.7% | $12,270-93.0% |