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 | $37,354 | $183,539-79.6% | $155,556-76.0% | $145,897-74.4% |
| Participation rate | 90.0% | 82.7%+7.3pp | 78.2%+11.8pp | 80.3%+9.7pp |
| Annual return | 15.77% | 61.31%-45.5pp | 64.84%-49.1pp | 552.29%-536.5pp |
| Employer contribution / active EE | $10,237 | $5,315+92.6% | $4,675+118.9% | $4,663+119.5% |
| Participant deferral / active EE | $4,205 | $6,467-35.0% | $5,631-25.3% | $6,689-37.1% |
| Admin fee / account holder | $6,634 | $19,275-65.6% | $15,885-58.2% | $13,390-50.5% |