Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $28,374 | $48,314-41.3% | $67,561-58.0% | $80,925-64.9% |
| Participation rate | 90.6% | 66.4%+24.2pp | 72.9%+17.7pp | 67.7%+22.9pp |
| Annual return | 18.14% | 18.28%-0.1pp | 3525.44%-3507.3pp | 35.65%-17.5pp |
| Employer contribution / active EE | $1,426 | $2,022-29.5% | $2,735-47.9% | $2,756-48.3% |
| Participant deferral / active EE | $2,705 | $2,927-7.6% | $4,003-32.4% | $4,299-37.1% |
| Admin fee / account holder | $16,983 | $3,690+360.3% | $4,006+324.0% | $6,940+144.7% |