Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $64,535 | $150,447-57.1% | $136,298-52.7% | $147,586-56.3% |
| Participation rate | 76.9% | 84.4%-7.5pp | 81.9%-5.0pp | 82.8%-5.9pp |
| Annual return | 15.86% | 1049.15%-1033.3pp | 5156.27%-5140.4pp | 578.59%-562.7pp |
| Employer contribution / active EE | $2,308 | $5,256-56.1% | $4,696-50.9% | $4,876-52.7% |
| Participant deferral / active EE | $3,435 | $6,631-48.2% | $6,247-45.0% | $5,439-36.8% |
| Admin fee / account holder | $571 | $10,906-94.8% | $9,244-93.8% | $10,886-94.8% |