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 | $24,068 | $85,766-71.9% | $136,298-82.3% | $70,126-65.7% |
| Participation rate | 97.8% | 74.2%+23.6pp | 81.9%+15.9pp | 69.5%+28.2pp |
| Annual return | 14.57% | 31.46%-16.9pp | 5156.27%-5141.7pp | 73.15%-58.6pp |
| Employer contribution / active EE | $1,875 | $2,966-36.8% | $4,696-60.1% | $2,343-19.9% |
| Participant deferral / active EE | $2,805 | $5,051-44.5% | $6,247-55.1% | $3,332-15.8% |
| Admin fee / account holder | $1,962 | $5,421-63.8% | $9,244-78.8% | $4,645-57.8% |