Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $16,040 | $88,815-81.9% | $81,882-80.4% | $145,897-89.0% |
| Participation rate | 88.9% | 75.1%+13.8pp | 72.4%+16.5pp | 80.3%+8.6pp |
| Annual return | 10.39% | 1033.75%-1023.4pp | 779.47%-769.1pp | 552.29%-541.9pp |
| Employer contribution / active EE | $912 | $3,086-70.4% | $2,916-68.7% | $4,663-80.4% |
| Participant deferral / active EE | $5,051 | $4,647+8.7% | $4,323+16.8% | $6,689-24.5% |
| Admin fee / account holder | $337 | $8,434-96.0% | $7,360-95.4% | $13,390-97.5% |