Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $24,863 | $72,426-65.7% | $67,560-63.2% | $145,897-83.0% |
| Participation rate | 80.0% | 76.9%+3.1pp | 72.9%+7.1pp | 80.3%-0.3pp |
| Annual return | 12.82% | 7226.78%-7214.0pp | 3533.50%-3520.7pp | 552.29%-539.5pp |
| Employer contribution / active EE | $1,067 | $3,074-65.3% | $2,737-61.0% | $4,663-77.1% |
| Participant deferral / active EE | $1,607 | $4,785-66.4% | $4,004-59.9% | $6,689-76.0% |
| Admin fee / account holder | $3,065 | $5,514-44.4% | $3,994-23.3% | $13,390-77.1% |