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 | $26,638 | $82,678-67.8% | $125,391-78.8% | $68,490-61.1% |
| Participation rate | 85.3% | 75.1%+10.2pp | 82.4%+2.9pp | 67.9%+17.4pp |
| Annual return | 29.73% | -5.97%+35.7pp | 572.41%-542.7pp | -7.85%+37.6pp |
| Employer contribution / active EE | $2,866 | $3,382-15.3% | $4,816-40.5% | $2,597+10.4% |
| Participant deferral / active EE | $8,121 | $6,111+32.9% | $7,448+9.0% | $4,028+101.6% |
| Admin fee / account holder | $1,941 | $6,277-69.1% | $10,009-80.6% | $5,403-64.1% |