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 | $54,574 | $88,778-38.5% | $81,844-33.3% | $145,884-62.6% |
| Participation rate | 77.8% | 75.1%+2.7pp | 72.4%+5.4pp | 80.3%-2.5pp |
| Annual return | 18.61% | 1033.03%-1014.4pp | 778.87%-760.3pp | 551.85%-533.2pp |
| Employer contribution / active EE | $13,395 | $3,087+333.9% | $2,916+359.3% | $4,662+187.3% |
| Participant deferral / active EE | $9,983 | $4,648+114.8% | $4,323+130.9% | $6,690+49.2% |
| Admin fee / account holder | $366 | $8,430-95.7% | $7,355-95.0% | $13,392-97.3% |