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 | $8,180 | $96,388-91.5% | $80,627-89.9% | $139,466-94.1% |
| Participation rate | 95.5% | 73.6%+21.8pp | 67.0%+28.4pp | 80.3%+15.1pp |
| Annual return | 16.27% | 1352.08%-1335.8pp | 936.76%-920.5pp | 373.66%-357.4pp |
| Employer contribution / active EE | $1,197 | $3,260-63.3% | $2,723-56.0% | $4,754-74.8% |
| Participant deferral / active EE | $1,694 | $5,224-67.6% | $4,443-61.9% | $6,712-74.8% |
| Admin fee / account holder | $1,410 | $6,603-78.7% | $5,381-73.8% | $11,409-87.6% |