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 | $26,513 | $72,403-63.4% | $67,524-60.7% | $145,978-81.8% |
| Participation rate | 86.7% | 76.9%+9.8pp | 72.9%+13.8pp | 80.3%+6.4pp |
| Annual return | 14.66% | 7197.23%-7182.6pp | 3519.41%-3504.7pp | 550.52%-535.9pp |
| Employer contribution / active EE | $979 | $3,072-68.1% | $2,734-64.2% | $4,662-79.0% |
| Participant deferral / active EE | $3,693 | $4,782-22.8% | $4,001-7.7% | $6,690-44.8% |
| Admin fee / account holder | $2,077 | $5,541-62.5% | $4,001-48.1% | $13,400-84.5% |