Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $9,336 | $109,872-91.5% | $98,483-90.5% | $167,536-94.4% |
| Participation rate | 93.3% | 75.8%+17.5pp | 73.3%+20.0pp | 82.1%+11.2pp |
| Annual return | 13.30% | 1959.31%-1946.0pp | 1494.38%-1481.1pp | 478.82%-465.5pp |
| Employer contribution / active EE | $1,156 | $3,225-64.2% | $2,961-61.0% | $4,839-76.1% |
| Participant deferral / active EE | $1,465 | $4,673-68.7% | $4,276-65.8% | $6,342-76.9% |
| Admin fee / account holder | $579 | $6,757-91.4% | $5,953-90.3% | $12,315-95.3% |