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 | $45,850 | $202,342-77.3% | $172,753-73.5% | $152,909-70.0% |
| Participation rate | 90.9% | 87.1%+3.9pp | 82.6%+8.3pp | 82.5%+8.5pp |
| Annual return | 19.42% | 1029.88%-1010.5pp | 803.00%-783.6pp | 345.46%-326.0pp |
| Employer contribution / active EE | $1,495 | $5,857-74.5% | $5,144-70.9% | $4,764-68.6% |
| Participant deferral / active EE | $4,172 | $5,948-29.9% | $5,198-19.7% | $5,851-28.7% |
| Admin fee / account holder | $1,033 | $17,112-94.0% | $13,956-92.6% | $11,601-91.1% |