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 | $9,784 | $96,419-89.9% | $80,648-87.9% | $139,487-93.0% |
| Participation rate | 80.0% | 73.6%+6.4pp | 67.0%+13.0pp | 80.3%-0.3pp |
| Annual return | 21.93% | 1352.86%-1330.9pp | 937.21%-915.3pp | 373.84%-351.9pp |
| Employer contribution / active EE | $2,358 | $3,261-27.7% | $2,724-13.4% | $4,755-50.4% |
| Participant deferral / active EE | $5,272 | $5,225+0.9% | $4,443+18.6% | $6,713-21.5% |
| Admin fee / account holder | $741 | $6,605-88.8% | $5,382-86.2% | $11,407-93.5% |