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 | $29,058 | $109,863-73.6% | $98,477-70.5% | $167,518-82.7% |
| Participation rate | 88.9% | 75.8%+13.1pp | 73.3%+15.5pp | 82.1%+6.8pp |
| Annual return | 15.84% | 1958.09%-1942.3pp | 1493.59%-1477.7pp | 478.71%-462.9pp |
| Employer contribution / active EE | $3,109 | $3,225-3.6% | $2,961+5.0% | $4,838-35.7% |
| Participant deferral / active EE | $3,622 | $4,673-22.5% | $4,276-15.3% | $6,342-42.9% |
| Admin fee / account holder | $26,872 | $6,755+297.8% | $5,951+351.6% | $12,312+118.3% |