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 | $18,779 | $65,555-71.4% | $86,216-78.2% | $75,173-75.0% |
| Participation rate | 88.5% | 60.5%+28.0pp | 69.0%+19.5pp | 67.2%+21.3pp |
| Annual return | 18.26% | 46.07%-27.8pp | 1169.42%-1151.2pp | 160.72%-142.5pp |
| Employer contribution / active EE | $1,590 | $1,553+2.4% | $2,382-33.2% | $2,671-40.5% |
| Participant deferral / active EE | $3,205 | $3,023+6.0% | $3,986-19.6% | $4,126-22.3% |
| Admin fee / account holder | $3,824 | $5,469-30.1% | $6,853-44.2% | $5,651-32.3% |