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 | $18,540 | $99,011-81.3% | $86,582-78.6% | $147,586-87.4% |
| Participation rate | 95.7% | 76.3%+19.3pp | 73.5%+22.1pp | 82.8%+12.8pp |
| Annual return | 15.97% | 1312.75%-1296.8pp | 965.08%-949.1pp | 578.59%-562.6pp |
| Employer contribution / active EE | $2,346 | $3,132-25.1% | $2,839-17.4% | $4,876-51.9% |
| Participant deferral / active EE | $2,789 | $3,972-29.8% | $3,609-22.7% | $5,439-48.7% |
| Admin fee / account holder | $2,386 | $5,709-58.2% | $4,904-51.3% | $10,886-78.1% |