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 | $2,924 | $70,366-95.8% | $66,674-95.6% | $138,895-97.9% |
| Participation rate | 72.7% | 76.2%-3.5pp | 73.7%-0.9pp | 79.9%-7.2pp |
| Annual return | 23.67% | 386.41%-362.7pp | 321.24%-297.6pp | 145.39%-121.7pp |
| Employer contribution / active EE | $1,391 | $2,765-49.7% | $2,620-46.9% | $4,194-66.8% |
| Participant deferral / active EE | $2,294 | $4,374-47.6% | $4,084-43.8% | $6,396-64.1% |
| Admin fee / account holder | $383 | $5,262-92.7% | $5,098-92.5% | $12,562-96.9% |