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 | $14,611 | $55,930-73.9% | $76,089-80.8% | $80,925-81.9% |
| Participation rate | 89.6% | 62.1%+27.5pp | 69.1%+20.5pp | 67.7%+21.9pp |
| Annual return | 16.40% | 20.58%-4.2pp | 360.94%-344.5pp | 35.65%-19.2pp |
| Employer contribution / active EE | $995 | $1,866-46.7% | $2,690-63.0% | $2,756-63.9% |
| Participant deferral / active EE | $2,614 | $3,051-14.3% | $4,259-38.6% | $4,299-39.2% |
| Admin fee / account holder | $994 | $5,241-81.0% | $6,418-84.5% | $6,940-85.7% |