Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $30,329 | $72,396-58.1% | $67,511-55.1% | $145,959-79.2% |
| Participation rate | 75.0% | 76.9%-1.9pp | 72.9%+2.1pp | 80.3%-5.3pp |
| Annual return | 14.02% | 7194.07%-7180.1pp | 3517.41%-3503.4pp | 561.95%-547.9pp |
| Employer contribution / active EE | $429 | $3,071-86.0% | $2,733-84.3% | $4,661-90.8% |
| Participant deferral / active EE | $1,046 | $4,781-78.1% | $4,000-73.9% | $6,689-84.4% |
| Admin fee / account holder | $11,368 | $5,538+105.3% | $3,999+184.3% | $13,398-15.2% |