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 | $14,238 | $85,171-83.3% | $172,752-91.8% | $72,975-80.5% |
| Participation rate | 94.4% | 70.1%+24.4pp | 82.6%+11.8pp | 69.5%+25.0pp |
| Annual return | 17.60% | 27.32%-9.7pp | 802.97%-785.4pp | 81.01%-63.4pp |
| Employer contribution / active EE | $1,114 | $3,324-66.5% | $5,144-78.3% | $2,440-54.3% |
| Participant deferral / active EE | $1,533 | $3,260-53.0% | $5,198-70.5% | $3,608-57.5% |
| Admin fee / account holder | $2,111 | $5,880-64.1% | $13,955-84.9% | $5,124-58.8% |