Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $9,516 | $100,203-90.5% | $85,240-88.8% | $145,897-93.5% |
| Participation rate | 80.0% | 74.1%+5.9pp | 67.5%+12.5pp | 80.3%-0.3pp |
| Annual return | 9.60% | 84.28%-74.7pp | 66.75%-57.2pp | 552.29%-542.7pp |
| Employer contribution / active EE | $3,067 | $3,242-5.4% | $2,735+12.1% | $4,663-34.2% |
| Participant deferral / active EE | $3,384 | $5,299-36.1% | $4,527-25.3% | $6,689-49.4% |
| Admin fee / account holder | $825 | $7,265-88.6% | $6,165-86.6% | $13,390-93.8% |