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 | $19,380 | $148,629-87.0% | $135,982-85.7% | $139,487-86.1% |
| Participation rate | 91.7% | 83.9%+7.8pp | 81.9%+9.7pp | 80.3%+11.3pp |
| Annual return | 20.04% | 79.33%-59.3pp | 68.32%-48.3pp | 373.84%-353.8pp |
| Employer contribution / active EE | $1,977 | $5,247-62.3% | $4,859-59.3% | $4,755-58.4% |
| Participant deferral / active EE | $3,890 | $8,102-52.0% | $7,760-49.9% | $6,713-42.1% |
| Admin fee / account holder | $534 | $12,406-95.7% | $10,767-95.0% | $11,407-95.3% |