Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $40,809 | $149,040-72.6% | $120,225-66.1% | $137,256-70.3% |
| Participation rate | 75.0% | 75.4%-0.4pp | 69.6%+5.4pp | 80.0%-5.0pp |
| Annual return | 23.82% | 605.68%-581.9pp | 439.23%-415.4pp | 220.34%-196.5pp |
| Employer contribution / active EE | $3,716 | $4,350-14.6% | $3,475+6.9% | $4,156-10.6% |
| Participant deferral / active EE | $6,347 | $4,655+36.4% | $3,999+58.7% | $6,407-0.9% |
| Admin fee / account holder | $1,635 | $6,348-74.2% | $5,696-71.3% | $12,270-86.7% |