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 | $9,474 | $76,608-87.6% | $56,077-83.1% | $145,877-93.5% |
| Participation rate | 70.0% | 63.2%+6.8pp | 52.5%+17.5pp | 80.3%-10.3pp |
| Annual return | 25.01% | 3009.59%-2984.6pp | 1709.28%-1684.3pp | 551.28%-526.3pp |
| Employer contribution / active EE | $491 | $1,382-64.5% | $1,040-52.8% | $4,663-89.5% |
| Participant deferral / active EE | $1,380 | $2,624-47.4% | $1,954-29.4% | $6,691-79.4% |
| Admin fee / account holder | $303 | $3,325-90.9% | $2,825-89.3% | $13,402-97.7% |