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 | $23,570 | $68,097-65.4% | $62,929-62.5% | $137,256-82.8% |
| Participation rate | 81.8% | 77.4%+4.4pp | 73.1%+8.7pp | 80.0%+1.9pp |
| Annual return | 12.16% | 1859.11%-1847.0pp | 1063.93%-1051.8pp | 220.34%-208.2pp |
| Employer contribution / active EE | $2,215 | $2,811-21.2% | $2,505-11.6% | $4,156-46.7% |
| Participant deferral / active EE | $4,706 | $4,553+3.4% | $3,888+21.0% | $6,407-26.5% |
| Admin fee / account holder | $578 | $6,521-91.1% | $5,065-88.6% | $12,270-95.3% |