Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $28,774 | $88,815-67.6% | $81,882-64.9% | $145,897-80.3% |
| Participation rate | 91.7% | 75.1%+16.6pp | 72.4%+19.3pp | 80.3%+11.4pp |
| Annual return | 10.08% | 1033.75%-1023.7pp | 779.47%-769.4pp | 552.29%-542.2pp |
| Employer contribution / active EE | $3,168 | $3,086+2.6% | $2,916+8.6% | $4,663-32.1% |
| Participant deferral / active EE | $3,168 | $4,647-31.8% | $4,323-26.7% | $6,689-52.6% |
| Admin fee / account holder | $4,412 | $8,434-47.7% | $7,360-40.0% | $13,390-67.0% |