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 | $19,112 | $51,638-63.0% | $129,406-85.2% | $80,959-76.4% |
| Participation rate | 98.8% | 56.9%+41.8pp | 69.6%+29.1pp | 67.7%+31.1pp |
| Annual return | 12.75% | 20.78%-8.0pp | 9468.18%-9455.4pp | 35.67%-22.9pp |
| Employer contribution / active EE | $1,012 | $1,584-36.1% | $4,155-75.6% | $2,757-63.3% |
| Participant deferral / active EE | $0 | $2,670-100.0% | $4,167-100.0% | $4,300-100.0% |
| Admin fee / account holder | $1,872 | $4,313-56.6% | $7,689-75.7% | $6,925-73.0% |