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 | $23,984 | $102,696-76.6% | $86,235-72.2% | $139,487-82.8% |
| Participation rate | 94.4% | 74.5%+19.9pp | 69.0%+25.5pp | 80.3%+14.1pp |
| Annual return | 13.82% | 1925.91%-1912.1pp | 1170.03%-1156.2pp | 373.84%-360.0pp |
| Employer contribution / active EE | $2,535 | $3,034-16.4% | $2,381+6.5% | $4,755-46.7% |
| Participant deferral / active EE | $5,055 | $4,679+8.0% | $3,987+26.8% | $6,713-24.7% |
| Admin fee / account holder | $445 | $8,667-94.9% | $6,856-93.5% | $11,407-96.1% |