Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $25,686 | $157,276-83.7% | $141,177-81.8% | $152,885-83.2% |
| Participation rate | 81.0% | 84.8%-3.9pp | 82.5%-1.5pp | 82.5%-1.5pp |
| Annual return | 734.27% | 64.33%+669.9pp | 71.40%+662.9pp | 345.39%+388.9pp |
| Employer contribution / active EE | $1,450 | $5,262-72.4% | $4,736-69.4% | $4,763-69.6% |
| Participant deferral / active EE | $3,779 | $7,110-46.9% | $6,710-43.7% | $5,851-35.4% |
| Admin fee / account holder | $575 | $12,123-95.3% | $10,263-94.4% | $11,598-95.0% |