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 | $13,137 | $76,608-82.9% | $56,077-76.6% | $145,877-91.0% |
| Participation rate | 86.4% | 63.2%+23.1pp | 52.5%+33.9pp | 80.3%+6.1pp |
| Annual return | 13.38% | 3009.59%-2996.2pp | 1709.28%-1695.9pp | 551.28%-537.9pp |
| Employer contribution / active EE | $989 | $1,382-28.4% | $1,040-5.0% | $4,663-78.8% |
| Participant deferral / active EE | $4,070 | $2,624+55.1% | $1,954+108.3% | $6,691-39.2% |
| Admin fee / account holder | $1,698 | $3,325-48.9% | $2,825-39.9% | $13,402-87.3% |