Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $19,578 | $102,635-80.9% | $86,209-77.3% | $139,456-86.0% |
| Participation rate | 92.9% | 74.5%+18.4pp | 69.0%+23.9pp | 80.3%+12.5pp |
| Annual return | 18.84% | 1923.53%-1904.7pp | 1169.05%-1150.2pp | 373.45%-354.6pp |
| Employer contribution / active EE | $832 | $3,034-72.6% | $2,381-65.1% | $4,753-82.5% |
| Participant deferral / active EE | $5,718 | $4,677+22.3% | $3,986+43.5% | $6,711-14.8% |
| Admin fee / account holder | $542 | $8,661-93.7% | $6,853-92.1% | $11,407-95.3% |