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 | $17,832 | $46,360-61.5% | $147,617-87.9% | $52,331-65.9% |
| Participation rate | 96.4% | 64.9%+31.5pp | 84.6%+11.8pp | 68.1%+28.3pp |
| Annual return | 69.36% | 1.62%+67.7pp | 61.98%+7.4pp | 4.54%+64.8pp |
| Employer contribution / active EE | $0 | $2,126-100.0% | $5,564-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,916 | $2,258-15.1% | $4,895-60.9% | $3,022-36.6% |
| Admin fee / account holder | $383 | $766-50.0% | $11,612-96.7% | $592-35.2% |