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 | $5,593 | $70,366-92.1% | $66,674-91.6% | $138,895-96.0% |
| Participation rate | 83.3% | 76.2%+7.2pp | 73.7%+9.7pp | 79.9%+3.4pp |
| Annual return | 15.46% | 386.41%-370.9pp | 321.24%-305.8pp | 145.39%-129.9pp |
| Employer contribution / active EE | $1,023 | $2,765-63.0% | $2,620-61.0% | $4,194-75.6% |
| Participant deferral / active EE | $1,648 | $4,374-62.3% | $4,084-59.7% | $6,396-74.2% |
| Admin fee / account holder | $1,739 | $5,262-67.0% | $5,098-65.9% | $12,562-86.2% |