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 | $71,917 | $124,175-42.1% | $108,405-33.7% | $167,553-57.1% |
| Participation rate | 75.0% | 82.3%-7.3pp | 80.1%-5.1pp | 82.1%-7.1pp |
| Annual return | 17.56% | 1380.13%-1362.6pp | 905.55%-888.0pp | 478.89%-461.3pp |
| Employer contribution / active EE | $2,389 | $4,188-43.0% | $3,559-32.9% | $4,840-50.6% |
| Participant deferral / active EE | $2,389 | $6,908-65.4% | $6,563-63.6% | $6,343-62.3% |
| Admin fee / account holder | $531 | $9,457-94.4% | $7,297-92.7% | $12,316-95.7% |