Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $36,506 | $99,031-63.1% | $86,597-57.8% | $147,585-75.3% |
| Participation rate | 91.7% | 76.3%+15.3pp | 73.5%+18.1pp | 82.8%+8.8pp |
| Annual return | 15.93% | 1312.56%-1296.6pp | 964.96%-949.0pp | 578.57%-562.6pp |
| Employer contribution / active EE | $1,704 | $3,132-45.6% | $2,840-40.0% | $4,876-65.1% |
| Participant deferral / active EE | $2,678 | $3,972-32.6% | $3,609-25.8% | $5,439-50.8% |
| Admin fee / account holder | $1,488 | $5,711-73.9% | $4,906-69.7% | $10,885-86.3% |