Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $31,449 | $70,366-55.3% | $66,674-52.8% | $138,895-77.4% |
| Participation rate | 95.7% | 76.2%+19.5pp | 73.7%+22.0pp | 79.9%+15.7pp |
| Annual return | 18.59% | 386.41%-367.8pp | 321.24%-302.7pp | 145.39%-126.8pp |
| Employer contribution / active EE | $2,524 | $2,765-8.7% | $2,620-3.7% | $4,194-39.8% |
| Participant deferral / active EE | $5,654 | $4,374+29.3% | $4,084+38.4% | $6,396-11.6% |
| Admin fee / account holder | $384 | $5,262-92.7% | $5,098-92.5% | $12,562-96.9% |