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 | $21,443 | $160,040-86.6% | $147,096-85.4% | $145,877-85.3% |
| Participation rate | 94.4% | 84.0%+10.4pp | 82.2%+12.3pp | 80.3%+14.1pp |
| Annual return | 12.95% | 98.49%-85.5pp | 419.75%-406.8pp | 551.28%-538.3pp |
| Employer contribution / active EE | $2,349 | $5,289-55.6% | $4,936-52.4% | $4,663-49.6% |
| Participant deferral / active EE | $4,290 | $8,429-49.1% | $8,071-46.9% | $6,691-35.9% |
| Admin fee / account holder | $2,415 | $15,050-84.0% | $13,005-81.4% | $13,402-82.0% |