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 | $29,054 | $65,566-55.7% | $86,235-66.3% | $75,177-61.4% |
| Participation rate | 93.1% | 60.5%+32.6pp | 69.0%+24.1pp | 67.2%+25.9pp |
| Annual return | 19.72% | 46.07%-26.4pp | 1170.03%-1150.3pp | 160.75%-141.0pp |
| Employer contribution / active EE | $2,293 | $1,553+47.6% | $2,381-3.7% | $2,671-14.2% |
| Participant deferral / active EE | $4,311 | $3,023+42.6% | $3,987+8.1% | $4,126+4.5% |
| Admin fee / account holder | $515 | $5,470-90.6% | $6,856-92.5% | $5,651-90.9% |