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 | $47,146 | $88,815-46.9% | $81,882-42.4% | $145,897-67.7% |
| Participation rate | 88.9% | 75.1%+13.8pp | 72.4%+16.5pp | 80.3%+8.6pp |
| Annual return | 16.09% | 1033.75%-1017.7pp | 779.47%-763.4pp | 552.29%-536.2pp |
| Employer contribution / active EE | $631 | $3,086-79.5% | $2,916-78.3% | $4,663-86.5% |
| Participant deferral / active EE | $2,837 | $4,647-39.0% | $4,323-34.4% | $6,689-57.6% |
| Admin fee / account holder | $1,779 | $8,434-78.9% | $7,360-75.8% | $13,390-86.7% |