Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $24,259 | $68,097-64.4% | $62,929-61.5% | $137,256-82.3% |
| Participation rate | 72.7% | 77.4%-4.7pp | 73.1%-0.4pp | 80.0%-7.2pp |
| Annual return | 13.05% | 1859.11%-1846.1pp | 1063.93%-1050.9pp | 220.34%-207.3pp |
| Employer contribution / active EE | $1,885 | $2,811-33.0% | $2,505-24.8% | $4,156-54.7% |
| Participant deferral / active EE | $2,495 | $4,553-45.2% | $3,888-35.8% | $6,407-61.1% |
| Admin fee / account holder | $4,549 | $6,521-30.2% | $5,065-10.2% | $12,270-62.9% |