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 | $13,161 | $45,152-70.9% | $73,836-82.2% | $59,633-77.9% |
| Participation rate | 91.2% | 64.0%+27.2pp | 73.4%+17.7pp | 68.7%+22.5pp |
| Annual return | 1.99% | 27.40%-25.4pp | 2268.06%-2266.1pp | 2041.45%-2039.5pp |
| Employer contribution / active EE | $1,997 | $1,901+5.0% | $2,787-28.4% | $2,203-9.3% |
| Participant deferral / active EE | $0 | $2,573-100.0% | $3,583-100.0% | $3,192-100.0% |
| Admin fee / account holder | $1,820 | $3,515-48.2% | $4,882-62.7% | $4,297-57.6% |