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 | $29,826 | $70,587-57.7% | $124,693-76.1% | $85,856-65.3% |
| Participation rate | 98.2% | 64.4%+33.8pp | 74.6%+23.6pp | 69.3%+28.9pp |
| Annual return | 13.02% | 20688.83%-20675.8pp | 5144.19%-5131.2pp | 318.58%-305.6pp |
| Employer contribution / active EE | $2,339 | $1,913+22.3% | $3,324-29.6% | $2,565-8.8% |
| Participant deferral / active EE | $1,621 | $2,969-45.4% | $4,615-64.9% | $3,952-59.0% |
| Admin fee / account holder | $390 | $5,282-92.6% | $7,494-94.8% | $6,261-93.8% |