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 | $12,599 | $99,995-87.4% | $85,063-85.2% | $145,978-91.4% |
| Participation rate | 71.4% | 74.1%-2.7pp | 67.5%+3.9pp | 80.3%-8.9pp |
| Annual return | 11.33% | 83.99%-72.7pp | 66.54%-55.2pp | 550.52%-539.2pp |
| Employer contribution / active EE | $975 | $3,231-69.8% | $2,727-64.2% | $4,662-79.1% |
| Participant deferral / active EE | $1,889 | $5,295-64.3% | $4,523-58.2% | $6,690-71.8% |
| Admin fee / account holder | $696 | $7,255-90.4% | $6,155-88.7% | $13,400-94.8% |