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 | $24,976 | $99,011-74.8% | $86,582-71.2% | $147,586-83.1% |
| Participation rate | 70.0% | 76.3%-6.3pp | 73.5%-3.5pp | 82.8%-12.8pp |
| Annual return | 21.15% | 1312.75%-1291.6pp | 965.08%-943.9pp | 578.59%-557.4pp |
| Employer contribution / active EE | $1,453 | $3,132-53.6% | $2,839-48.8% | $4,876-70.2% |
| Participant deferral / active EE | $4,188 | $3,972+5.4% | $3,609+16.1% | $5,439-23.0% |
| Admin fee / account holder | $319 | $5,709-94.4% | $4,904-93.5% | $10,886-97.1% |