Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $56,386 | $72,071-21.8% | $68,368-17.5% | $137,256-58.9% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.0%-5.0pp |
| Annual return | 22.22% | 353.14%-330.9pp | 292.57%-270.4pp | 220.34%-198.1pp |
| Employer contribution / active EE | $1,781 | $2,788-36.1% | $2,649-32.8% | $4,156-57.2% |
| Participant deferral / active EE | $15,112 | $4,410+242.7% | $4,123+266.5% | $6,407+135.9% |
| Admin fee / account holder | $980 | $5,336-81.6% | $5,150-81.0% | $12,270-92.0% |