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 | $24,651 | $81,749-69.8% | $58,544-57.9% | $139,456-82.3% |
| Participation rate | 73.7% | 61.3%+12.4pp | 50.9%+22.8pp | 80.3%-6.6pp |
| Annual return | 22.00% | 7425.45%-7403.4pp | 4249.56%-4227.6pp | 373.45%-351.5pp |
| Employer contribution / active EE | $803 | $1,398-42.5% | $1,053-23.7% | $4,753-83.1% |
| Participant deferral / active EE | $1,934 | $2,555-24.3% | $1,923+0.6% | $6,711-71.2% |
| Admin fee / account holder | $917 | $3,272-72.0% | $2,520-63.6% | $11,407-92.0% |