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 | $39,843 | $234,190-83.0% | $180,320-77.9% | $198,609-79.9% |
| Participation rate | 80.0% | 77.1%+2.9pp | 71.5%+8.5pp | 82.4%-2.4pp |
| Annual return | 16.00% | 1057.44%-1041.4pp | 778.54%-762.5pp | 202.70%-186.7pp |
| Employer contribution / active EE | $1,139 | $5,258-78.3% | $4,108-72.3% | $5,055-77.5% |
| Participant deferral / active EE | $2,227 | $4,988-55.4% | $4,304-48.3% | $6,977-68.1% |
| Admin fee / account holder | $600 | $12,558-95.2% | $10,000-94.0% | $19,030-96.8% |