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 | $20,357 | $84,236-75.8% | $170,439-88.1% | $70,124-71.0% |
| Participation rate | 98.7% | 70.8%+27.9pp | 83.6%+15.1pp | 69.5%+29.2pp |
| Annual return | 16.60% | 23.06%-6.5pp | 205.94%-189.3pp | 73.14%-56.5pp |
| Employer contribution / active EE | $1,047 | $3,387-69.1% | $5,433-80.7% | $2,342-55.3% |
| Participant deferral / active EE | $1,342 | $3,086-56.5% | $4,939-72.8% | $3,332-59.7% |
| Admin fee / account holder | $1,109 | $5,698-80.5% | $13,881-92.0% | $4,645-76.1% |