Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $10,652 | $149,040-92.9% | $120,225-91.1% | $137,256-92.2% |
| Participation rate | 94.1% | 75.4%+18.7pp | 69.6%+24.5pp | 80.0%+14.2pp |
| Annual return | 16.41% | 605.68%-589.3pp | 439.23%-422.8pp | 220.34%-203.9pp |
| Employer contribution / active EE | $810 | $4,350-81.4% | $3,475-76.7% | $4,156-80.5% |
| Participant deferral / active EE | $2,455 | $4,655-47.3% | $3,999-38.6% | $6,407-61.7% |
| Admin fee / account holder | $895 | $6,348-85.9% | $5,696-84.3% | $12,270-92.7% |