Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $26,662 | $50,082-46.8% | $93,406-71.5% | $79,858-66.6% |
| Participation rate | 80.9% | 60.9%+19.9pp | 66.8%+14.0pp | 69.6%+11.2pp |
| Annual return | 27.13% | 24.59%+2.5pp | 78.05%-50.9pp | 31.72%-4.6pp |
| Employer contribution / active EE | $2,616 | $1,303+100.7% | $2,075+26.1% | $2,471+5.9% |
| Participant deferral / active EE | $5,981 | $2,212+170.3% | $3,126+91.3% | $3,740+59.9% |
| Admin fee / account holder | $1,062 | $3,454-69.3% | $5,230-79.7% | $5,306-80.0% |