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 | $13,417 | $109,872-87.8% | $98,483-86.4% | $167,536-92.0% |
| Participation rate | 88.9% | 75.8%+13.1pp | 73.3%+15.5pp | 82.1%+6.8pp |
| Annual return | 16.71% | 1959.31%-1942.6pp | 1494.38%-1477.7pp | 478.82%-462.1pp |
| Employer contribution / active EE | $1,774 | $3,225-45.0% | $2,961-40.1% | $4,839-63.3% |
| Participant deferral / active EE | $2,048 | $4,673-56.2% | $4,276-52.1% | $6,342-67.7% |
| Admin fee / account holder | $442 | $6,757-93.5% | $5,953-92.6% | $12,315-96.4% |