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 | $35,319 | $150,447-76.5% | $136,298-74.1% | $147,586-76.1% |
| Participation rate | 87.5% | 84.4%+3.1pp | 81.9%+5.6pp | 82.8%+4.7pp |
| Annual return | 15.46% | 1049.15%-1033.7pp | 5156.27%-5140.8pp | 578.59%-563.1pp |
| Employer contribution / active EE | $1,456 | $5,256-72.3% | $4,696-69.0% | $4,876-70.1% |
| Participant deferral / active EE | $5,382 | $6,631-18.8% | $6,247-13.8% | $5,439-1.0% |
| Admin fee / account holder | $671 | $10,906-93.8% | $9,244-92.7% | $10,886-93.8% |