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 | $23,114 | $60,139-61.6% | $90,461-74.4% | $79,856-71.1% |
| Participation rate | 97.4% | 65.0%+32.4pp | 72.7%+24.7pp | 69.6%+27.8pp |
| Annual return | 10.65% | 71.96%-61.3pp | 1294.76%-1284.1pp | 31.71%-21.1pp |
| Employer contribution / active EE | $869 | $2,069-58.0% | $3,264-73.4% | $2,471-64.8% |
| Participant deferral / active EE | $3,088 | $2,939+5.1% | $3,964-22.1% | $3,741-17.5% |
| Admin fee / account holder | $2,649 | $3,978-33.4% | $5,617-52.8% | $5,306-50.1% |