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 | $19,715 | $150,346-86.9% | $120,524-83.6% | $145,877-86.5% |
| Participation rate | 83.3% | 78.8%+4.5pp | 71.9%+11.4pp | 80.3%+3.0pp |
| Annual return | 8.91% | 154.40%-145.5pp | 107.36%-98.5pp | 551.28%-542.4pp |
| Employer contribution / active EE | $3,261 | $4,353-25.1% | $3,469-6.0% | $4,663-30.1% |
| Participant deferral / active EE | $3,525 | $6,172-42.9% | $4,994-29.4% | $6,691-47.3% |
| Admin fee / account holder | $452 | $12,215-96.3% | $9,440-95.2% | $13,402-96.6% |