Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $13,864 | $75,962-81.7% | $154,108-91.0% | $64,173-78.4% |
| Participation rate | 98.5% | 70.4%+28.1pp | 83.0%+15.5pp | 69.6%+28.9pp |
| Annual return | 7.36% | 30.32%-23.0pp | 735.21%-727.8pp | 7.63%-0.3pp |
| Employer contribution / active EE | $1,915 | $3,350-42.8% | $5,298-63.9% | $2,381-19.6% |
| Participant deferral / active EE | $2,340 | $3,175-26.3% | $5,081-53.9% | $3,470-32.6% |
| Admin fee / account holder | $1,795 | $5,589-67.9% | $13,411-86.6% | $4,887-63.3% |