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 | $14,704 | $52,353-71.9% | $120,225-87.8% | $82,448-82.2% |
| Participation rate | 91.5% | 58.3%+33.2pp | 69.6%+21.9pp | 68.1%+23.5pp |
| Annual return | 18.40% | 61.85%-43.4pp | 439.23%-420.8pp | 41.64%-23.2pp |
| Employer contribution / active EE | $1,270 | $1,510-15.9% | $3,475-63.4% | $2,551-50.2% |
| Participant deferral / active EE | $1,631 | $2,627-37.9% | $3,999-59.2% | $4,139-60.6% |
| Admin fee / account holder | $776 | $4,363-82.2% | $5,696-86.4% | $7,234-89.3% |