Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $35,835 | $167,362-78.6% | $143,799-75.1% | $134,532-73.4% |
| Participation rate | 91.7% | 84.8%+6.8pp | 80.3%+11.4pp | 81.2%+10.4pp |
| Annual return | 307.67% | 0.47%+307.2pp | -0.04%+307.7pp | 418.27%-110.6pp |
| Employer contribution / active EE | $1,618 | $5,620-71.2% | $4,952-67.3% | $4,741-65.9% |
| Participant deferral / active EE | $6,819 | $6,447+5.8% | $5,638+20.9% | $6,401+6.5% |
| Admin fee / account holder | $302 | $18,094-98.3% | $14,677-97.9% | $11,429-97.4% |