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 | $20,256 | $111,535-81.8% | $105,223-80.7% | $137,256-85.2% |
| Participation rate | 89.5% | 78.1%+11.4pp | 75.0%+14.4pp | 80.0%+9.5pp |
| Annual return | 25.02% | 237.85%-212.8pp | 180.65%-155.6pp | 220.34%-195.3pp |
| Employer contribution / active EE | $3,114 | $3,939-20.9% | $3,689-15.6% | $4,156-25.1% |
| Participant deferral / active EE | $7,215 | $5,500+31.2% | $5,072+42.3% | $6,407+12.6% |
| Admin fee / account holder | $1,607 | $9,721-83.5% | $8,859-81.9% | $12,270-86.9% |