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 | $26,574 | $81,664-67.5% | $70,476-62.3% | $158,966-83.3% |
| Participation rate | 90.9% | 77.7%+13.2pp | 75.1%+15.8pp | 82.0%+8.9pp |
| Annual return | 18.34% | 208.59%-190.3pp | 109.12%-90.8pp | 302.95%-284.6pp |
| Employer contribution / active EE | $1,124 | $3,219-65.1% | $2,738-58.9% | $4,762-76.4% |
| Participant deferral / active EE | $1,083 | $4,556-76.2% | $3,710-70.8% | $5,983-81.9% |
| Admin fee / account holder | $877 | $6,197-85.8% | $3,847-77.2% | $11,250-92.2% |