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 | $19,992 | $102,595-80.5% | $94,057-78.7% | $154,746-87.1% |
| Participation rate | 94.1% | 76.0%+18.1pp | 73.3%+20.8pp | 80.7%+13.4pp |
| Annual return | 11.82% | 583.42%-571.6pp | 480.62%-468.8pp | 172.34%-160.5pp |
| Employer contribution / active EE | $2,580 | $3,147-18.0% | $2,933-12.0% | $4,379-41.1% |
| Participant deferral / active EE | $8,004 | $5,118+56.4% | $4,709+70.0% | $6,730+18.9% |
| Admin fee / account holder | $17,147 | $7,736+121.7% | $7,244+136.7% | $14,365+19.4% |