Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $56,401 | $77,358-27.1% | $102,184-44.8% | $87,485-35.5% |
| Participation rate | 84.7% | 78.7%+6.0pp | 82.6%+2.1pp | 68.9%+15.8pp |
| Annual return | 139.58% | 41.11%+98.5pp | 31.58%+108.0pp | 26.06%+113.5pp |
| Employer contribution / active EE | $85 | $2,562-96.7% | $3,594-97.6% | $2,596-96.7% |
| Participant deferral / active EE | $11,369 | $6,753+68.4% | $8,309+36.8% | $4,274+166.0% |
| Admin fee / account holder | $1,065 | $6,809-84.4% | $11,609-90.8% | $7,775-86.3% |