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 | $11,604 | $77,908-85.1% | $149,696-92.2% | $75,173-84.6% |
| Participation rate | 94.9% | 65.6%+29.3pp | 78.8%+16.1pp | 67.2%+27.7pp |
| Annual return | 20.72% | 31.73%-11.0pp | 134.46%-113.7pp | 160.72%-140.0pp |
| Employer contribution / active EE | $1,519 | $3,138-51.6% | $4,821-68.5% | $2,671-43.1% |
| Participant deferral / active EE | $1,021 | $3,411-70.1% | $5,682-82.0% | $4,126-75.3% |
| Admin fee / account holder | $2,440 | $5,950-59.0% | $13,212-81.5% | $5,651-56.8% |