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 | $21,328 | $169,336-87.4% | $129,384-83.5% | $145,884-85.4% |
| Participation rate | 80.0% | 76.5%+3.5pp | 69.6%+10.4pp | 80.3%-0.3pp |
| Annual return | 11.89% | 14408.70%-14396.8pp | 9461.77%-9449.9pp | 551.85%-540.0pp |
| Employer contribution / active EE | $704 | $5,540-87.3% | $4,153-83.0% | $4,662-84.9% |
| Participant deferral / active EE | $1,408 | $4,985-71.7% | $4,166-66.2% | $6,690-78.9% |
| Admin fee / account holder | $1,315 | $9,912-86.7% | $7,686-82.9% | $13,392-90.2% |