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 | $19,215 | $112,933-83.0% | $90,970-78.9% | $158,982-87.9% |
| Participation rate | 95.8% | 74.7%+21.1pp | 69.0%+26.8pp | 82.0%+13.9pp |
| Annual return | 13.85% | 215.82%-202.0pp | 134.60%-120.7pp | 302.99%-289.1pp |
| Employer contribution / active EE | $673 | $2,893-76.7% | $2,122-68.3% | $4,763-85.9% |
| Participant deferral / active EE | $1,478 | $4,128-64.2% | $3,373-56.2% | $5,983-75.3% |
| Admin fee / account holder | $2,674 | $8,047-66.8% | $5,961-55.1% | $11,252-76.2% |