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 | $26,439 | $160,040-83.5% | $147,096-82.0% | $145,877-81.9% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 13.02% | 98.49%-85.5pp | 419.75%-406.7pp | 551.28%-538.3pp |
| Employer contribution / active EE | $4,469 | $5,289-15.5% | $4,936-9.5% | $4,663-4.2% |
| Participant deferral / active EE | $12,128 | $8,429+43.9% | $8,071+50.3% | $6,691+81.3% |
| Admin fee / account holder | $8,452 | $15,050-43.8% | $13,005-35.0% | $13,402-36.9% |