Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $34,880 | $169,161-79.4% | $129,295-73.0% | $145,959-76.1% |
| Participation rate | 87.5% | 76.5%+11.0pp | 69.6%+17.9pp | 80.3%+7.2pp |
| Annual return | 20.32% | 14348.07%-14327.7pp | 9429.28%-9409.0pp | 561.95%-541.6pp |
| Employer contribution / active EE | $0 | $5,543-100.0% | $4,157-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $3,007 | $4,989-39.7% | $4,169-27.9% | $6,689-55.0% |
| Admin fee / account holder | $626 | $9,878-93.7% | $7,665-91.8% | $13,398-95.3% |