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 | $21,415 | $56,134-61.8% | $96,192-77.7% | $85,851-75.1% |
| Participation rate | 97.5% | 56.7%+40.8pp | 68.4%+29.1pp | 69.3%+28.2pp |
| Annual return | 13.31% | 42.30%-29.0pp | 192.09%-178.8pp | 318.63%-305.3pp |
| Employer contribution / active EE | $1,882 | $1,620+16.2% | $2,799-32.8% | $2,565-26.6% |
| Participant deferral / active EE | $1,092 | $2,858-61.8% | $4,351-74.9% | $3,952-72.4% |
| Admin fee / account holder | $1,837 | $3,769-51.3% | $5,539-66.8% | $6,261-70.7% |