Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $48,330 | $202,342-76.1% | $172,753-72.0% | $152,909-68.4% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.5%-7.5pp |
| Annual return | 19.06% | 1029.88%-1010.8pp | 803.00%-783.9pp | 345.46%-326.4pp |
| Employer contribution / active EE | $2,117 | $5,857-63.9% | $5,144-58.8% | $4,764-55.6% |
| Participant deferral / active EE | $4,327 | $5,948-27.3% | $5,198-16.7% | $5,851-26.0% |
| Admin fee / account holder | $498 | $17,112-97.1% | $13,956-96.4% | $11,601-95.7% |