Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $13,907 | $102,635-86.4% | $86,209-83.9% | $139,456-90.0% |
| Participation rate | 90.0% | 74.5%+15.5pp | 69.0%+21.0pp | 80.3%+9.7pp |
| Annual return | 27.91% | 1923.53%-1895.6pp | 1169.05%-1141.1pp | 373.45%-345.5pp |
| Employer contribution / active EE | $2,834 | $3,034-6.6% | $2,381+19.0% | $4,753-40.4% |
| Participant deferral / active EE | $5,314 | $4,677+13.6% | $3,986+33.3% | $6,711-20.8% |
| Admin fee / account holder | $2,277 | $8,661-73.7% | $6,853-66.8% | $11,407-80.0% |