Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $18,917 | $169,336-88.8% | $129,384-85.4% | $145,884-87.0% |
| Participation rate | 94.1% | 76.5%+17.6pp | 69.6%+24.5pp | 80.3%+13.8pp |
| Annual return | 13.25% | 14408.70%-14395.5pp | 9461.77%-9448.5pp | 551.85%-538.6pp |
| Employer contribution / active EE | $2,012 | $5,540-63.7% | $4,153-51.6% | $4,662-56.8% |
| Participant deferral / active EE | $1,556 | $4,985-68.8% | $4,166-62.7% | $6,690-76.7% |
| Admin fee / account holder | $3,011 | $9,912-69.6% | $7,686-60.8% | $13,392-77.5% |