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 | $4,992 | $67,823-92.6% | $52,425-90.5% | $137,256-96.4% |
| Participation rate | 85.7% | 63.9%+21.8pp | 55.6%+30.1pp | 80.0%+5.8pp |
| Annual return | 22.42% | 219.11%-196.7pp | 302.12%-279.7pp | 220.34%-197.9pp |
| Employer contribution / active EE | $1,293 | $1,163+11.2% | $914+41.4% | $4,156-68.9% |
| Participant deferral / active EE | $1,615 | $2,288-29.4% | $1,790-9.8% | $6,407-74.8% |
| Admin fee / account holder | $709 | $2,844-75.1% | $2,495-71.6% | $12,270-94.2% |