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 | $6,139 | $70,121-91.2% | $63,803-90.4% | $138,895-95.6% |
| Participation rate | 87.5% | 77.2%+10.3pp | 72.7%+14.8pp | 79.9%+7.6pp |
| Annual return | 17.19% | 946.48%-929.3pp | 543.72%-526.5pp | 145.39%-128.2pp |
| Employer contribution / active EE | $1,427 | $2,882-50.5% | $2,532-43.7% | $4,194-66.0% |
| Participant deferral / active EE | $1,995 | $4,535-56.0% | $3,843-48.1% | $6,396-68.8% |
| Admin fee / account holder | $1,423 | $6,738-78.9% | $5,196-72.6% | $12,562-88.7% |