Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $3,157 | $70,366-95.5% | $66,674-95.3% | $138,895-97.7% |
| Participation rate | 71.4% | 76.2%-4.7pp | 73.7%-2.2pp | 79.9%-8.5pp |
| Annual return | 16.38% | 386.41%-370.0pp | 321.24%-304.9pp | 145.39%-129.0pp |
| Employer contribution / active EE | $680 | $2,765-75.4% | $2,620-74.1% | $4,194-83.8% |
| Participant deferral / active EE | $977 | $4,374-77.7% | $4,084-76.1% | $6,396-84.7% |
| Admin fee / account holder | $1,141 | $5,262-78.3% | $5,098-77.6% | $12,562-90.9% |