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 | $15,510 | $60,504-74.4% | $81,882-81.1% | $74,478-79.2% |
| Participation rate | 92.2% | 62.9%+29.3pp | 72.4%+19.8pp | 67.2%+25.0pp |
| Annual return | 20.71% | 16.91%+3.8pp | 779.47%-758.8pp | 1370.56%-1349.9pp |
| Employer contribution / active EE | $1,086 | $2,627-58.7% | $2,916-62.8% | $2,626-58.7% |
| Participant deferral / active EE | $4,364 | $3,400+28.4% | $4,323+0.9% | $4,350+0.3% |
| Admin fee / account holder | $2,684 | $1,492+79.9% | $7,360-63.5% | $1,946+37.9% |