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 | $26,897 | $112,112-76.0% | $95,956-72.0% | $158,950-83.1% |
| Participation rate | 72.2% | 79.0%-6.8pp | 77.1%-4.9pp | 82.0%-9.7pp |
| Annual return | 18.01% | 171.15%-153.1pp | 91.63%-73.6pp | 302.91%-284.9pp |
| Employer contribution / active EE | $919 | $3,199-71.3% | $2,541-63.8% | $4,762-80.7% |
| Participant deferral / active EE | $1,838 | $4,784-61.6% | $4,167-55.9% | $5,983-69.3% |
| Admin fee / account holder | $949 | $10,134-90.6% | $6,797-86.0% | $11,248-91.6% |