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 | $10,520 | $82,314-87.2% | $68,808-84.7% | $134,532-92.2% |
| Participation rate | 90.0% | 75.1%+14.9pp | 69.0%+21.0pp | 81.2%+8.8pp |
| Annual return | 390.02% | -2.18%+392.2pp | -6.37%+396.4pp | 418.27%-28.2pp |
| Employer contribution / active EE | $3,480 | $3,301+5.4% | $2,656+31.0% | $4,741-26.6% |
| Participant deferral / active EE | $7,248 | $4,740+52.9% | $3,942+83.9% | $6,401+13.2% |
| Admin fee / account holder | $2,269 | $6,484-65.0% | $4,936-54.0% | $11,429-80.1% |