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 | $4,012 | $72,071-94.4% | $68,368-94.1% | $137,256-97.1% |
| Participation rate | 90.9% | 76.2%+14.7pp | 73.8%+17.2pp | 80.0%+10.9pp |
| Annual return | 28.89% | 353.14%-324.3pp | 292.57%-263.7pp | 220.34%-191.5pp |
| Employer contribution / active EE | $1,274 | $2,788-54.3% | $2,649-51.9% | $4,156-69.3% |
| Participant deferral / active EE | $1,904 | $4,410-56.8% | $4,123-53.8% | $6,407-70.3% |
| Admin fee / account holder | $330 | $5,336-93.8% | $5,150-93.6% | $12,270-97.3% |