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 | $6,487 | $67,823-90.4% | $52,425-87.6% | $137,256-95.3% |
| Participation rate | 93.8% | 63.9%+29.8pp | 55.6%+38.1pp | 80.0%+13.8pp |
| Annual return | 21.74% | 219.11%-197.4pp | 302.12%-280.4pp | 220.34%-198.6pp |
| Employer contribution / active EE | $1,284 | $1,163+10.4% | $914+40.5% | $4,156-69.1% |
| Participant deferral / active EE | $1,517 | $2,288-33.7% | $1,790-15.3% | $6,407-76.3% |
| Admin fee / account holder | $583 | $2,844-79.5% | $2,495-76.6% | $12,270-95.2% |