Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $21,298 | $84,741-74.9% | $75,731-71.9% | $167,553-87.3% |
| Participation rate | 73.3% | 77.8%-4.5pp | 74.8%-1.5pp | 82.1%-8.8pp |
| Annual return | 17.76% | 199.72%-182.0pp | 104.65%-86.9pp | 478.89%-461.1pp |
| Employer contribution / active EE | $2,063 | $3,230-36.1% | $2,743-24.8% | $4,840-57.4% |
| Participant deferral / active EE | $6,171 | $4,577+34.8% | $3,820+61.5% | $6,343-2.7% |
| Admin fee / account holder | $371 | $5,361-93.1% | $3,620-89.8% | $12,316-97.0% |