Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $28,690 | $117,904-75.7% | $102,457-72.0% | $145,978-80.3% |
| Participation rate | 90.0% | 78.6%+11.4pp | 76.5%+13.5pp | 80.3%+9.7pp |
| Annual return | 83.58% | 31.80%+51.8pp | 29.41%+54.2pp | 550.52%-466.9pp |
| Employer contribution / active EE | $2,698 | $3,613-25.3% | $3,022-10.7% | $4,662-42.1% |
| Participant deferral / active EE | $6,153 | $5,733+7.3% | $5,054+21.7% | $6,690-8.0% |
| Admin fee / account holder | $1,426 | $13,329-89.3% | $9,451-84.9% | $13,400-89.4% |