Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $55,532 | $180,749-69.3% | $160,784-65.5% | $137,256-59.5% |
| Participation rate | 90.9% | 80.0%+10.9pp | 77.0%+14.0pp | 80.0%+10.9pp |
| Annual return | 18.19% | 2234.46%-2216.3pp | 1803.92%-1785.7pp | 220.34%-202.2pp |
| Employer contribution / active EE | $11,893 | $4,155+186.2% | $3,733+218.6% | $4,156+186.2% |
| Participant deferral / active EE | $7,889 | $6,844+15.3% | $6,293+25.4% | $6,407+23.1% |
| Admin fee / account holder | $425 | $10,397-95.9% | $9,717-95.6% | $12,270-96.5% |