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 | $23,593 | $48,327-51.2% | $67,575-65.1% | $80,935-70.9% |
| Participation rate | 96.8% | 66.4%+30.4pp | 72.9%+23.9pp | 67.7%+29.1pp |
| Annual return | 15.62% | 18.31%-2.7pp | 3528.98%-3513.4pp | 35.66%-20.0pp |
| Employer contribution / active EE | $2,304 | $2,022+13.9% | $2,736-15.8% | $2,757-16.4% |
| Participant deferral / active EE | $0 | $2,927-100.0% | $4,003-100.0% | $4,299-100.0% |
| Admin fee / account holder | $1,290 | $3,692-65.1% | $3,993-67.7% | $6,924-81.4% |