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 | $30,724 | $156,970-80.4% | $121,210-74.7% | $139,487-78.0% |
| Participation rate | 87.5% | 76.5%+11.0pp | 69.5%+18.0pp | 80.3%+7.2pp |
| Annual return | 12.62% | 1477.10%-1464.5pp | 987.41%-974.8pp | 373.84%-361.2pp |
| Employer contribution / active EE | $1,396 | $5,546-74.8% | $4,171-66.5% | $4,755-70.6% |
| Participant deferral / active EE | $3,781 | $4,849-22.0% | $4,084-7.4% | $6,713-43.7% |
| Admin fee / account holder | $348 | $6,947-95.0% | $5,647-93.8% | $11,407-96.9% |