Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $33,360 | $99,011-66.3% | $86,582-61.5% | $147,586-77.4% |
| Participation rate | 80.0% | 76.3%+3.7pp | 73.5%+6.5pp | 82.8%-2.8pp |
| Annual return | 25.30% | 1312.75%-1287.4pp | 965.08%-939.8pp | 578.59%-553.3pp |
| Employer contribution / active EE | $3,579 | $3,132+14.2% | $2,839+26.0% | $4,876-26.6% |
| Participant deferral / active EE | $4,154 | $3,972+4.6% | $3,609+15.1% | $5,439-23.6% |
| Admin fee / account holder | $1,160 | $5,709-79.7% | $4,904-76.4% | $10,886-89.3% |