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 | $4,888 | $88,754-94.5% | $81,820-94.0% | $145,877-96.6% |
| Participation rate | 83.3% | 75.1%+8.3pp | 72.4%+10.9pp | 80.3%+3.0pp |
| Annual return | 17.00% | 1031.77%-1014.8pp | 777.93%-760.9pp | 551.28%-534.3pp |
| Employer contribution / active EE | $358 | $3,085-88.4% | $2,915-87.7% | $4,663-92.3% |
| Participant deferral / active EE | $1,117 | $4,648-76.0% | $4,323-74.2% | $6,691-83.3% |
| Admin fee / account holder | $763 | $8,424-90.9% | $7,391-89.7% | $13,402-94.3% |