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 | $14,869 | $108,685-86.3% | $74,719-80.1% | $152,885-90.3% |
| Participation rate | 81.8% | 65.3%+16.5pp | 54.5%+27.4pp | 82.5%-0.6pp |
| Annual return | 22.04% | 114.09%-92.1pp | 753.05%-731.0pp | 345.39%-323.4pp |
| Employer contribution / active EE | $541 | $1,504-64.1% | $1,084-50.1% | $4,763-88.7% |
| Participant deferral / active EE | $1,581 | $2,712-41.7% | $1,963-19.5% | $5,851-73.0% |
| Admin fee / account holder | $1,194 | $4,905-75.7% | $3,334-64.2% | $11,598-89.7% |