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 | $25,169 | $150,447-83.3% | $136,298-81.5% | $147,586-82.9% |
| Participation rate | 91.7% | 84.4%+7.2pp | 81.9%+9.7pp | 82.8%+8.8pp |
| Annual return | 23.22% | 1049.15%-1025.9pp | 5156.27%-5133.1pp | 578.59%-555.4pp |
| Employer contribution / active EE | $3,142 | $5,256-40.2% | $4,696-33.1% | $4,876-35.6% |
| Participant deferral / active EE | $4,749 | $6,631-28.4% | $6,247-24.0% | $5,439-12.7% |
| Admin fee / account holder | $6,463 | $10,906-40.7% | $9,244-30.1% | $10,886-40.6% |