Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $33,335 | $156,616-78.7% | $133,346-75.0% | $198,609-83.2% |
| Participation rate | 100.0% | 77.7%+22.3pp | 72.8%+27.2pp | 82.4%+17.6pp |
| Annual return | 20.01% | 44.25%-24.2pp | 36.85%-16.8pp | 202.70%-182.7pp |
| Employer contribution / active EE | $1,663 | $3,368-50.6% | $2,853-41.7% | $5,055-67.1% |
| Participant deferral / active EE | $4,117 | $4,920-16.3% | $4,332-5.0% | $6,977-41.0% |
| Admin fee / account holder | $5,317 | $17,468-69.6% | $14,264-62.7% | $19,030-72.1% |