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 | $24,949 | $97,732-74.5% | $83,831-70.2% | $135,380-81.6% |
| Participation rate | 78.3% | 80.0%-1.7pp | 76.1%+2.1pp | 82.6%-4.4pp |
| Annual return | 34.78% | 1287.56%-1252.8pp | 850.99%-816.2pp | 519.81%-485.0pp |
| Employer contribution / active EE | $4,790 | $4,222+13.4% | $3,631+31.9% | $4,779+0.2% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $380 | $6,675-94.3% | $5,479-93.1% | $10,828-96.5% |