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 | $37,360 | $68,097-45.1% | $62,929-40.6% | $137,256-72.8% |
| Participation rate | 88.9% | 77.4%+11.4pp | 73.1%+15.8pp | 80.0%+8.9pp |
| Annual return | 17.61% | 1859.11%-1841.5pp | 1063.93%-1046.3pp | 220.34%-202.7pp |
| Employer contribution / active EE | $2,309 | $2,811-17.9% | $2,505-7.8% | $4,156-44.5% |
| Participant deferral / active EE | $3,762 | $4,553-17.4% | $3,888-3.2% | $6,407-41.3% |
| Admin fee / account holder | $1,961 | $6,521-69.9% | $5,065-61.3% | $12,270-84.0% |