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 | $23,643 | $72,426-67.4% | $67,560-65.0% | $145,897-83.8% |
| Participation rate | 95.5% | 76.9%+18.6pp | 72.9%+22.5pp | 80.3%+15.1pp |
| Annual return | 17.14% | 7226.78%-7209.6pp | 3533.50%-3516.4pp | 552.29%-535.1pp |
| Employer contribution / active EE | $871 | $3,074-71.7% | $2,737-68.2% | $4,663-81.3% |
| Participant deferral / active EE | $2,500 | $4,785-47.8% | $4,004-37.6% | $6,689-62.6% |
| Admin fee / account holder | $1,335 | $5,514-75.8% | $3,994-66.6% | $13,390-90.0% |