Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $15,346 | $77,908-80.3% | $149,696-89.7% | $75,173-79.6% |
| Participation rate | 96.6% | 65.6%+31.0pp | 78.8%+17.8pp | 67.2%+29.3pp |
| Annual return | 17.07% | 31.73%-14.7pp | 134.46%-117.4pp | 160.72%-143.7pp |
| Employer contribution / active EE | $1,538 | $3,138-51.0% | $4,821-68.1% | $2,671-42.4% |
| Participant deferral / active EE | $1,566 | $3,411-54.1% | $5,682-72.4% | $4,126-62.0% |
| Admin fee / account holder | $944 | $5,950-84.1% | $13,212-92.9% | $5,651-83.3% |