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 | $44,465 | $234,190-81.0% | $180,320-75.3% | $198,609-77.6% |
| Participation rate | 88.2% | 77.1%+11.1pp | 71.5%+16.7pp | 82.4%+5.9pp |
| Annual return | 11.69% | 1057.44%-1045.8pp | 778.54%-766.9pp | 202.70%-191.0pp |
| Employer contribution / active EE | $1,505 | $5,258-71.4% | $4,108-63.4% | $5,055-70.2% |
| Participant deferral / active EE | $5,230 | $4,988+4.9% | $4,304+21.5% | $6,977-25.0% |
| Admin fee / account holder | $907 | $12,558-92.8% | $10,000-90.9% | $19,030-95.2% |