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 | $15,715 | $75,962-79.3% | $154,108-89.8% | $64,173-75.5% |
| Participation rate | 96.4% | 70.4%+26.0pp | 83.0%+13.4pp | 69.6%+26.9pp |
| Annual return | 4.90% | 30.32%-25.4pp | 735.21%-730.3pp | 7.63%-2.7pp |
| Employer contribution / active EE | $1,067 | $3,350-68.1% | $5,298-79.9% | $2,381-55.2% |
| Participant deferral / active EE | $1,243 | $3,175-60.9% | $5,081-75.5% | $3,470-64.2% |
| Admin fee / account holder | $1,548 | $5,589-72.3% | $13,411-88.5% | $4,887-68.3% |