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 | $16,381 | $72,071-77.3% | $68,368-76.0% | $137,256-88.1% |
| Participation rate | 95.0% | 76.2%+18.8pp | 73.8%+21.2pp | 80.0%+15.0pp |
| Annual return | 23.96% | 353.14%-329.2pp | 292.57%-268.6pp | 220.34%-196.4pp |
| Employer contribution / active EE | $2,660 | $2,788-4.6% | $2,649+0.4% | $4,156-36.0% |
| Participant deferral / active EE | $1,993 | $4,410-54.8% | $4,123-51.7% | $6,407-68.9% |
| Admin fee / account holder | $4,145 | $5,336-22.3% | $5,150-19.5% | $12,270-66.2% |