Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $11,849 | $70,366-83.2% | $66,674-82.2% | $138,895-91.5% |
| Participation rate | 72.2% | 76.2%-4.0pp | 73.7%-1.5pp | 79.9%-7.7pp |
| Annual return | 15.67% | 386.41%-370.7pp | 321.24%-305.6pp | 145.39%-129.7pp |
| Employer contribution / active EE | $1,418 | $2,765-48.7% | $2,620-45.9% | $4,194-66.2% |
| Participant deferral / active EE | $2,884 | $4,374-34.1% | $4,084-29.4% | $6,396-54.9% |
| Admin fee / account holder | $18,123 | $5,262+244.4% | $5,098+255.5% | $12,562+44.3% |