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 | $16,752 | $99,031-83.1% | $86,597-80.7% | $147,585-88.6% |
| Participation rate | 92.9% | 76.3%+16.5pp | 73.5%+19.3pp | 82.8%+10.0pp |
| Annual return | 10.65% | 1312.56%-1301.9pp | 964.96%-954.3pp | 578.57%-567.9pp |
| Employer contribution / active EE | $755 | $3,132-75.9% | $2,840-73.4% | $4,876-84.5% |
| Participant deferral / active EE | $3,973 | $3,9720% | $3,609+10.1% | $5,439-27.0% |
| Admin fee / account holder | $1,076 | $5,711-81.2% | $4,906-78.1% | $10,885-90.1% |