Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $11,732 | $111,535-89.5% | $105,223-88.9% | $137,256-91.5% |
| Participation rate | 92.9% | 78.1%+14.8pp | 75.0%+17.8pp | 80.0%+12.9pp |
| Annual return | 21.24% | 237.85%-216.6pp | 180.65%-159.4pp | 220.34%-199.1pp |
| Employer contribution / active EE | $1,924 | $3,939-51.2% | $3,689-47.9% | $4,156-53.7% |
| Participant deferral / active EE | $3,740 | $5,500-32.0% | $5,072-26.3% | $6,407-41.6% |
| Admin fee / account holder | $540 | $9,721-94.4% | $8,859-93.9% | $12,270-95.6% |