Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $35,616 | $176,077-79.8% | $159,455-77.7% | $167,518-78.7% |
| Participation rate | 77.8% | 84.9%-7.2pp | 82.8%-5.1pp | 82.1%-4.3pp |
| Annual return | 16.11% | 331.83%-315.7pp | 263.63%-247.5pp | 478.71%-462.6pp |
| Employer contribution / active EE | $3,091 | $5,298-41.7% | $4,830-36.0% | $4,838-36.1% |
| Participant deferral / active EE | $9,850 | $7,751+27.1% | $7,353+34.0% | $6,342+55.3% |
| Admin fee / account holder | $526 | $12,556-95.8% | $10,800-95.1% | $12,312-95.7% |