Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $18,877 | $100,938-81.3% | $90,461-79.1% | $158,982-88.1% |
| Participation rate | 90.9% | 75.0%+15.9pp | 72.7%+18.2pp | 82.0%+8.9pp |
| Annual return | 17.91% | 1727.20%-1709.3pp | 1294.76%-1276.9pp | 302.99%-285.1pp |
| Employer contribution / active EE | $1,938 | $3,691-47.5% | $3,264-40.6% | $4,763-59.3% |
| Participant deferral / active EE | $6,610 | $4,350+52.0% | $3,964+66.7% | $5,983+10.5% |
| Admin fee / account holder | $767 | $6,510-88.2% | $5,617-86.3% | $11,252-93.2% |