Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $26,702 | $109,905-75.7% | $98,506-72.9% | $167,553-84.1% |
| Participation rate | 90.9% | 75.8%+15.1pp | 73.3%+17.6pp | 82.1%+8.8pp |
| Annual return | 15.41% | 1960.20%-1944.8pp | 1494.92%-1479.5pp | 478.89%-463.5pp |
| Employer contribution / active EE | $1,776 | $3,226-45.0% | $2,961-40.0% | $4,840-63.3% |
| Participant deferral / active EE | $3,623 | $4,674-22.5% | $4,277-15.3% | $6,343-42.9% |
| Admin fee / account holder | $4,003 | $6,760-40.8% | $5,955-32.8% | $12,316-67.5% |