Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $16,467 | $91,179-81.9% | $178,499-90.8% | $79,852-79.4% |
| Participation rate | 76.0% | 69.2%+6.8pp | 81.9%-5.9pp | 69.6%+6.4pp |
| Annual return | 15.13% | 24.19%-9.1pp | 151.10%-136.0pp | 31.72%-16.6pp |
| Employer contribution / active EE | $1,476 | $3,256-54.7% | $5,011-70.6% | $2,471-40.3% |
| Participant deferral / active EE | $3,107 | $3,236-4.0% | $5,202-40.3% | $3,740-16.9% |
| Admin fee / account holder | $2,630 | $6,749-61.0% | $13,986-81.2% | $5,306-50.4% |