Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $13,378 | $105,160-87.3% | $94,679-85.9% | $139,456-90.4% |
| Participation rate | 90.9% | 82.4%+8.5pp | 80.8%+10.1pp | 80.3%+10.6pp |
| Annual return | 20.38% | 38.04%-17.7pp | 156.75%-136.4pp | 373.45%-353.1pp |
| Employer contribution / active EE | $2,118 | $4,107-48.4% | $3,673-42.3% | $4,753-55.4% |
| Participant deferral / active EE | $3,757 | $7,599-50.6% | $7,417-49.4% | $6,711-44.0% |
| Admin fee / account holder | $1,024 | $8,988-88.6% | $7,233-85.8% | $11,407-91.0% |