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 | $19,849 | $103,038-80.7% | $90,324-78.0% | $152,909-87.0% |
| Participation rate | 94.7% | 75.9%+18.9pp | 73.3%+21.5pp | 82.5%+12.3pp |
| Annual return | 21.41% | 95.25%-73.8pp | 78.15%-56.7pp | 345.46%-324.1pp |
| Employer contribution / active EE | $1,366 | $3,141-56.5% | $2,856-52.2% | $4,764-71.3% |
| Participant deferral / active EE | $3,002 | $4,282-29.9% | $3,885-22.7% | $5,851-48.7% |
| Admin fee / account holder | $1,590 | $6,177-74.3% | $5,356-70.3% | $11,601-86.3% |