Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $29,427 | $183,592-84.0% | $155,574-81.1% | $145,877-79.8% |
| Participation rate | 92.9% | 82.7%+10.2pp | 78.2%+14.6pp | 80.3%+12.6pp |
| Annual return | 15.03% | 61.37%-46.3pp | 64.87%-49.8pp | 551.28%-536.2pp |
| Employer contribution / active EE | $2,353 | $5,317-55.7% | $4,676-49.7% | $4,663-49.5% |
| Participant deferral / active EE | $5,080 | $6,466-21.4% | $5,629-9.8% | $6,691-24.1% |
| Admin fee / account holder | $434 | $19,316-97.8% | $15,914-97.3% | $13,402-96.8% |