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 | $12,126 | $76,608-84.2% | $56,077-78.4% | $145,877-91.7% |
| Participation rate | 72.7% | 63.2%+9.5pp | 52.5%+20.2pp | 80.3%-7.6pp |
| Annual return | 11.81% | 3009.59%-2997.8pp | 1709.28%-1697.5pp | 551.28%-539.5pp |
| Employer contribution / active EE | $1,098 | $1,382-20.5% | $1,040+5.5% | $4,663-76.5% |
| Participant deferral / active EE | $2,352 | $2,624-10.4% | $1,954+20.4% | $6,691-64.8% |
| Admin fee / account holder | $5,509 | $3,325+65.7% | $2,825+95.0% | $13,402-58.9% |