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 | $13,189 | $48,011-72.5% | $63,803-79.3% | $82,637-84.0% |
| Participation rate | 90.3% | 66.6%+23.8pp | 72.7%+17.6pp | 68.1%+22.3pp |
| Annual return | 12.38% | 19.84%-7.5pp | 543.72%-531.3pp | 53.51%-41.1pp |
| Employer contribution / active EE | $1,580 | $1,904-17.0% | $2,532-37.6% | $2,552-38.1% |
| Participant deferral / active EE | $2,073 | $2,846-27.2% | $3,843-46.1% | $4,126-49.8% |
| Admin fee / account holder | $325 | $3,873-91.6% | $5,196-93.7% | $7,339-95.6% |