Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $36,675 | $88,754-58.7% | $81,820-55.2% | $145,877-74.9% |
| Participation rate | 95.0% | 75.1%+19.9pp | 72.4%+22.6pp | 80.3%+14.7pp |
| Annual return | 12.13% | 1031.77%-1019.6pp | 777.93%-765.8pp | 551.28%-539.2pp |
| Employer contribution / active EE | $2,438 | $3,085-21.0% | $2,915-16.4% | $4,663-47.7% |
| Participant deferral / active EE | $5,708 | $4,648+22.8% | $4,323+32.1% | $6,691-14.7% |
| Admin fee / account holder | $3,914 | $8,424-53.5% | $7,391-47.0% | $13,402-70.8% |