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 | $23,321 | $81,696-71.5% | $70,494-66.9% | $158,982-85.3% |
| Participation rate | 86.4% | 77.7%+8.6pp | 75.1%+11.3pp | 82.0%+4.4pp |
| Annual return | 16.70% | 208.70%-192.0pp | 109.16%-92.5pp | 302.99%-286.3pp |
| Employer contribution / active EE | $487 | $3,220-84.9% | $2,738-82.2% | $4,763-89.8% |
| Participant deferral / active EE | $3,708 | $4,558-18.6% | $3,711-0.1% | $5,983-38.0% |
| Admin fee / account holder | $1,238 | $6,200-80.0% | $3,848-67.8% | $11,252-89.0% |