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 | $47,374 | $198,457-76.1% | $170,435-72.2% | $147,586-67.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.65% | 257.30%-241.7pp | 205.94%-190.3pp | 578.59%-562.9pp |
| Employer contribution / active EE | $4,318 | $6,183-30.2% | $5,432-20.5% | $4,876-11.5% |
| Participant deferral / active EE | $2,885 | $5,629-48.8% | $4,939-41.6% | $5,439-47.0% |
| Admin fee / account holder | $338 | $16,852-98.0% | $13,881-97.6% | $10,886-96.9% |