Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $16,252 | $100,139-83.8% | $85,187-80.9% | $145,884-88.9% |
| Participation rate | 95.2% | 74.1%+21.1pp | 67.5%+27.7pp | 80.3%+14.9pp |
| Annual return | 14.25% | 84.15%-69.9pp | 66.67%-52.4pp | 551.85%-537.6pp |
| Employer contribution / active EE | $1,423 | $3,238-56.1% | $2,732-47.9% | $4,662-69.5% |
| Participant deferral / active EE | $2,500 | $5,296-52.8% | $4,525-44.8% | $6,690-62.6% |
| Admin fee / account holder | $3,513 | $7,262-51.6% | $6,162-43.0% | $13,392-73.8% |