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 | $25,726 | $97,125-73.5% | $86,233-70.2% | $137,256-81.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 21.00% | 74.19%-53.2pp | 61.39%-40.4pp | 220.34%-199.3pp |
| Employer contribution / active EE | $1,884 | $2,841-33.7% | $2,504-24.8% | $4,156-54.7% |
| Participant deferral / active EE | $6,084 | $5,180+17.5% | $4,559+33.4% | $6,407-5.0% |
| Admin fee / account holder | $1,046 | $9,725-89.2% | $8,342-87.5% | $12,270-91.5% |