Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $25,421 | $183,516-86.1% | $155,534-83.7% | $145,884-82.6% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 12.28% | 61.43%-49.1pp | 64.92%-52.6pp | 551.85%-539.6pp |
| Employer contribution / active EE | $11,521 | $5,315+116.8% | $4,675+146.4% | $4,662+147.1% |
| Participant deferral / active EE | $7,069 | $6,467+9.3% | $5,630+25.6% | $6,690+5.7% |
| Admin fee / account holder | $348 | $19,293-98.2% | $15,900-97.8% | $13,392-97.4% |