Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $22,210 | $57,305-61.2% | $86,640-74.4% | $75,173-70.5% |
| Participation rate | 74.6% | 63.2%+11.4pp | 71.7%+2.9pp | 67.2%+7.4pp |
| Annual return | 15.73% | 2674.24%-2658.5pp | 592.52%-576.8pp | 160.72%-145.0pp |
| Employer contribution / active EE | $1,368 | $2,316-40.9% | $3,024-54.8% | $2,671-48.8% |
| Participant deferral / active EE | $2,370 | $3,320-28.6% | $4,438-46.6% | $4,126-42.6% |
| Admin fee / account holder | $1,553 | $4,116-62.3% | $5,616-72.3% | $5,651-72.5% |