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 | $9,496 | $100,911-90.6% | $90,440-89.5% | $158,966-94.0% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.7%+13.0pp | 82.0%+3.8pp |
| Annual return | 12.53% | 1726.62%-1714.1pp | 1294.38%-1281.9pp | 302.95%-290.4pp |
| Employer contribution / active EE | $771 | $3,690-79.1% | $3,263-76.4% | $4,762-83.8% |
| Participant deferral / active EE | $1,050 | $4,348-75.8% | $3,964-73.5% | $5,983-82.4% |
| Admin fee / account holder | $2,679 | $6,507-58.8% | $5,615-52.3% | $11,250-76.2% |