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 | $33,096 | $169,356-80.5% | $129,406-74.4% | $145,897-77.3% |
| Participation rate | 95.2% | 76.5%+18.7pp | 69.6%+25.6pp | 80.3%+14.9pp |
| Annual return | 9.53% | 14418.62%-14409.1pp | 9468.18%-9458.6pp | 552.29%-542.8pp |
| Employer contribution / active EE | $1,204 | $5,542-78.3% | $4,155-71.0% | $4,663-74.2% |
| Participant deferral / active EE | $3,423 | $4,987-31.4% | $4,167-17.9% | $6,689-48.8% |
| Admin fee / account holder | $356 | $9,915-96.4% | $7,689-95.4% | $13,390-97.3% |