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 | $34,428 | $88,702-61.2% | $81,780-57.9% | $145,978-76.4% |
| Participation rate | 75.0% | 75.0%0pp | 72.4%+2.6pp | 80.3%-5.3pp |
| Annual return | 10.95% | 1029.12%-1018.2pp | 776.27%-765.3pp | 550.52%-539.6pp |
| Employer contribution / active EE | $3,213 | $3,084+4.2% | $2,914+10.3% | $4,662-31.1% |
| Participant deferral / active EE | $9,332 | $4,645+100.9% | $4,321+116.0% | $6,690+39.5% |
| Admin fee / account holder | $22,690 | $8,414+169.7% | $7,384+207.3% | $13,400+69.3% |