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 | $22,807 | $109,411-79.2% | $89,435-74.5% | $158,982-85.7% |
| Participation rate | 75.0% | 74.3%+0.7pp | 68.0%+7.0pp | 82.0%-7.0pp |
| Annual return | 18.77% | 345.68%-326.9pp | 245.55%-226.8pp | 302.99%-284.2pp |
| Employer contribution / active EE | $617 | $3,173-80.6% | $2,587-76.2% | $4,763-87.1% |
| Participant deferral / active EE | $2,841 | $4,600-38.2% | $3,890-27.0% | $5,983-52.5% |
| Admin fee / account holder | $909 | $6,159-85.2% | $4,884-81.4% | $11,252-91.9% |