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 | $12,179 | $96,643-87.4% | $86,617-85.9% | $139,456-91.3% |
| Participation rate | 81.8% | 74.4%+7.4pp | 71.7%+10.1pp | 80.3%+1.5pp |
| Annual return | 18.03% | 106.57%-88.5pp | 591.91%-573.9pp | 373.45%-355.4pp |
| Employer contribution / active EE | $933 | $3,264-71.4% | $3,023-69.1% | $4,753-80.4% |
| Participant deferral / active EE | $2,971 | $4,835-38.6% | $4,437-33.0% | $6,711-55.7% |
| Admin fee / account holder | $506 | $6,406-92.1% | $5,613-91.0% | $11,407-95.6% |