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 | $49,799 | $97,761-49.1% | $83,850-40.6% | $135,382-63.2% |
| Participation rate | 86.7% | 80.0%+6.7pp | 76.1%+10.5pp | 82.6%+4.0pp |
| Annual return | 5.42% | 1287.44%-1282.0pp | 850.92%-845.5pp | 519.77%-514.3pp |
| Employer contribution / active EE | $11,932 | $4,222+182.6% | $3,631+228.6% | $4,779+149.7% |
| Participant deferral / active EE | $8,883 | $4,682+89.7% | $4,082+117.6% | $5,609+58.4% |
| Admin fee / account holder | $1,881 | $6,674-71.8% | $5,478-65.7% | $10,829-82.6% |