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 | $53,714 | $150,447-64.3% | $136,298-60.6% | $147,586-63.6% |
| Participation rate | 71.4% | 84.4%-13.0pp | 81.9%-10.5pp | 82.8%-11.4pp |
| Annual return | 15.41% | 1049.15%-1033.7pp | 5156.27%-5140.9pp | 578.59%-563.2pp |
| Employer contribution / active EE | $1,881 | $5,256-64.2% | $4,696-59.9% | $4,876-61.4% |
| Participant deferral / active EE | $4,542 | $6,631-31.5% | $6,247-27.3% | $5,439-16.5% |
| Admin fee / account holder | $1,940 | $10,906-82.2% | $9,244-79.0% | $10,886-82.2% |