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 | $14,481 | $57,330-74.7% | $86,656-83.3% | $75,177-80.7% |
| Participation rate | 87.0% | 63.2%+23.8pp | 71.7%+15.3pp | 67.2%+19.8pp |
| Annual return | 17.94% | 2675.40%-2657.5pp | 593.09%-575.2pp | 160.75%-142.8pp |
| Employer contribution / active EE | $1,312 | $2,316-43.4% | $3,025-56.6% | $2,671-50.9% |
| Participant deferral / active EE | $2,225 | $3,320-33.0% | $4,439-49.9% | $4,126-46.1% |
| Admin fee / account holder | $1,674 | $4,115-59.3% | $5,619-70.2% | $5,651-70.4% |