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 | $20,101 | $96,691-79.2% | $86,656-76.8% | $139,487-85.6% |
| Participation rate | 76.5% | 74.4%+2.1pp | 71.7%+4.8pp | 80.3%-3.9pp |
| Annual return | 369.09% | 106.87%+262.2pp | 593.09%-224.0pp | 373.84%-4.8pp |
| Employer contribution / active EE | $1,360 | $3,267-58.4% | $3,025-55.0% | $4,755-71.4% |
| Participant deferral / active EE | $3,594 | $4,838-25.7% | $4,439-19.0% | $6,713-46.5% |
| Admin fee / account holder | $760 | $6,414-88.2% | $5,619-86.5% | $11,407-93.3% |