Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $10,889 | $90,489-88.0% | $76,051-85.7% | $145,978-92.5% |
| Participation rate | 95.0% | 74.5%+20.5pp | 69.1%+25.9pp | 80.3%+14.7pp |
| Annual return | 11.05% | 622.78%-611.7pp | 360.42%-349.4pp | 550.52%-539.5pp |
| Employer contribution / active EE | $2,002 | $3,319-39.7% | $2,690-25.6% | $4,662-57.1% |
| Participant deferral / active EE | $2,394 | $5,164-53.6% | $4,257-43.8% | $6,690-64.2% |
| Admin fee / account holder | $5,021 | $8,374-40.0% | $6,416-21.7% | $13,400-62.5% |