Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $25,329 | $88,672-71.4% | $105,223-75.9% | $82,448-69.3% |
| Participation rate | 90.9% | 67.9%+23.0pp | 75.0%+15.9pp | 68.1%+22.8pp |
| Annual return | 13.16% | 30.86%-17.7pp | 180.65%-167.5pp | 41.64%-28.5pp |
| Employer contribution / active EE | $2,915 | $3,048-4.4% | $3,689-21.0% | $2,551+14.3% |
| Participant deferral / active EE | $1,910 | $4,036-52.7% | $5,072-62.3% | $4,139-53.9% |
| Admin fee / account holder | $1,563 | $7,146-78.1% | $8,859-82.4% | $7,234-78.4% |