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 | $12,720 | $58,258-78.2% | $81,820-84.5% | $80,925-84.3% |
| Participation rate | 80.0% | 63.5%+16.5pp | 72.4%+7.6pp | 67.7%+12.3pp |
| Annual return | 102.02% | 41.76%+60.3pp | 777.93%-675.9pp | 35.65%+66.4pp |
| Employer contribution / active EE | $949 | $2,345-59.6% | $2,915-67.5% | $2,756-65.6% |
| Participant deferral / active EE | $4,881 | $3,284+48.6% | $4,323+12.9% | $4,299+13.5% |
| Admin fee / account holder | $831 | $4,976-83.3% | $7,391-88.8% | $6,940-88.0% |