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 | $26,370 | $157,829-83.3% | $136,867-80.7% | $198,609-86.7% |
| Participation rate | 75.0% | 77.2%-2.2pp | 74.5%+0.5pp | 82.4%-7.4pp |
| Annual return | 18.15% | 51.25%-33.1pp | 42.97%-24.8pp | 202.70%-184.5pp |
| Employer contribution / active EE | $1,778 | $3,923-54.7% | $3,547-49.9% | $5,055-64.8% |
| Participant deferral / active EE | $3,925 | $5,463-28.1% | $4,924-20.3% | $6,977-43.7% |
| Admin fee / account holder | $6,601 | $11,107-40.6% | $10,340-36.2% | $19,030-65.3% |