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 | $17,763 | $38,365-53.7% | $84,623-79.0% | $65,185-72.7% |
| Participation rate | 78.6% | 55.7%+23.0pp | 68.2%+10.4pp | 70.2%+8.4pp |
| Annual return | 70.12% | 32.00%+38.1pp | 258.77%-188.6pp | 29.38%+40.7pp |
| Employer contribution / active EE | $394 | $1,258-68.7% | $2,652-85.1% | $2,177-81.9% |
| Participant deferral / active EE | $2,378 | $2,278+4.4% | $3,899-39.0% | $3,514-32.3% |
| Admin fee / account holder | $859 | $451+90.3% | $4,913-82.5% | $847+1.4% |