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 | $9,359 | $76,368-87.7% | $67,681-86.2% | $154,746-94.0% |
| Participation rate | 75.0% | 79.0%-4.0pp | 73.7%+1.3pp | 80.7%-5.7pp |
| Annual return | 21.35% | 1066.77%-1045.4pp | 590.58%-569.2pp | 172.34%-151.0pp |
| Employer contribution / active EE | $0 | $3,151-100.0% | $2,678-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $5,376 | $4,824+11.4% | $3,976+35.2% | $6,730-20.1% |
| Admin fee / account holder | $2,293 | $8,559-73.2% | $6,100-62.4% | $14,365-84.0% |