Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $3,019 | $76,608-96.1% | $56,077-94.6% | $145,877-97.9% |
| Participation rate | 87.5% | 63.2%+24.3pp | 52.5%+35.0pp | 80.3%+7.2pp |
| Annual return | 13.06% | 3009.59%-2996.5pp | 1709.28%-1696.2pp | 551.28%-538.2pp |
| Employer contribution / active EE | $905 | $1,382-34.5% | $1,040-13.0% | $4,663-80.6% |
| Participant deferral / active EE | $1,553 | $2,624-40.8% | $1,954-20.5% | $6,691-76.8% |
| Admin fee / account holder | $555 | $3,325-83.3% | $2,825-80.4% | $13,402-95.9% |