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 | $31,154 | $99,011-68.5% | $86,582-64.0% | $147,586-78.9% |
| Participation rate | 83.3% | 76.3%+7.0pp | 73.5%+9.8pp | 82.8%+0.5pp |
| Annual return | 20.60% | 1312.75%-1292.1pp | 965.08%-944.5pp | 578.59%-558.0pp |
| Employer contribution / active EE | $209 | $3,132-93.3% | $2,839-92.6% | $4,876-95.7% |
| Participant deferral / active EE | $1,722 | $3,972-56.7% | $3,609-52.3% | $5,439-68.3% |
| Admin fee / account holder | $519 | $5,709-90.9% | $4,904-89.4% | $10,886-95.2% |