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 | $16,142 | $108,911-85.2% | $100,392-83.9% | $145,884-88.9% |
| Participation rate | 88.2% | 83.0%+5.3pp | 81.5%+6.7pp | 80.3%+7.9pp |
| Annual return | 10.66% | 58.23%-47.6pp | 49.45%-38.8pp | 551.85%-541.2pp |
| Employer contribution / active EE | $2,208 | $4,420-50.0% | $3,941-44.0% | $4,662-52.6% |
| Participant deferral / active EE | $4,863 | $8,459-42.5% | $8,090-39.9% | $6,690-27.3% |
| Admin fee / account holder | $831 | $9,698-91.4% | $7,904-89.5% | $13,392-93.8% |