Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $34,916 | $102,595-66.0% | $94,057-62.9% | $154,746-77.4% |
| Participation rate | 80.0% | 76.0%+4.0pp | 73.3%+6.7pp | 80.7%-0.7pp |
| Annual return | 23.08% | 583.42%-560.3pp | 480.62%-457.5pp | 172.34%-149.3pp |
| Employer contribution / active EE | $2,197 | $3,147-30.2% | $2,933-25.1% | $4,379-49.8% |
| Participant deferral / active EE | $13,170 | $5,118+157.3% | $4,709+179.6% | $6,730+95.7% |
| Admin fee / account holder | $396 | $7,736-94.9% | $7,244-94.5% | $14,365-97.2% |