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 | $14,855 | $109,872-86.5% | $98,483-84.9% | $167,536-91.1% |
| Participation rate | 92.3% | 75.8%+16.5pp | 73.3%+19.0pp | 82.1%+10.2pp |
| Annual return | 13.88% | 1959.31%-1945.4pp | 1494.38%-1480.5pp | 478.82%-464.9pp |
| Employer contribution / active EE | $974 | $3,225-69.8% | $2,961-67.1% | $4,839-79.9% |
| Participant deferral / active EE | $1,554 | $4,673-66.8% | $4,276-63.7% | $6,342-75.5% |
| Admin fee / account holder | $1,729 | $6,757-74.4% | $5,953-71.0% | $12,315-86.0% |