Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $30,009 | $75,959-60.5% | $154,114-80.5% | $64,181-53.2% |
| Participation rate | 96.2% | 70.4%+25.7pp | 83.0%+13.1pp | 69.6%+26.6pp |
| Annual return | 3.88% | 30.32%-26.4pp | 735.16%-731.3pp | 7.63%-3.8pp |
| Employer contribution / active EE | $414 | $3,350-87.6% | $5,298-92.2% | $2,381-82.6% |
| Participant deferral / active EE | $7,005 | $3,175+120.6% | $5,081+37.9% | $3,470+101.9% |
| Admin fee / account holder | $1,070 | $5,589-80.9% | $13,411-92.0% | $4,887-78.1% |