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 | $30,427 | $111,878-72.8% | $93,727-67.5% | $145,897-79.1% |
| Participation rate | 83.3% | 74.2%+9.1pp | 68.7%+14.6pp | 80.3%+3.0pp |
| Annual return | 12.13% | 204.28%-192.1pp | 133.83%-121.7pp | 552.29%-540.2pp |
| Employer contribution / active EE | $1,014 | $3,092-67.2% | $2,421-58.1% | $4,663-78.3% |
| Participant deferral / active EE | $1,481 | $4,920-69.9% | $4,417-66.5% | $6,689-77.9% |
| Admin fee / account holder | $452 | $10,256-95.6% | $8,292-94.6% | $13,390-96.6% |