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 | $18,713 | $58,311-67.9% | $81,882-77.1% | $80,959-76.9% |
| Participation rate | 75.3% | 63.5%+11.9pp | 72.4%+3.0pp | 67.7%+7.7pp |
| Annual return | 12.69% | 41.85%-29.2pp | 779.47%-766.8pp | 35.67%-23.0pp |
| Employer contribution / active EE | $1,522 | $2,347-35.1% | $2,916-47.8% | $2,757-44.8% |
| Participant deferral / active EE | $2,452 | $3,287-25.4% | $4,323-43.3% | $4,300-43.0% |
| Admin fee / account holder | $1,557 | $4,752-67.2% | $7,360-78.8% | $6,925-77.5% |