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 | $27,202 | $72,446-62.5% | $67,561-59.7% | $145,877-81.4% |
| Participation rate | 94.7% | 76.9%+17.9pp | 72.9%+21.8pp | 80.3%+14.4pp |
| Annual return | 15.37% | 7211.98%-7196.6pp | 3525.44%-3510.1pp | 551.28%-535.9pp |
| Employer contribution / active EE | $5,036 | $3,072+63.9% | $2,735+84.2% | $4,663+8.0% |
| Participant deferral / active EE | $3,557 | $4,785-25.6% | $4,003-11.1% | $6,691-46.8% |
| Admin fee / account holder | $1,546 | $5,541-72.1% | $4,006-61.4% | $13,402-88.5% |