Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $32,209 | $217,427-85.2% | $185,837-82.7% | $167,518-80.8% |
| Participation rate | 88.9% | 86.0%+2.8pp | 81.7%+7.2pp | 82.1%+6.8pp |
| Annual return | 15.50% | 148.39%-132.9pp | 122.08%-106.6pp | 478.71%-463.2pp |
| Employer contribution / active EE | $12,156 | $5,874+106.9% | $5,168+135.2% | $4,838+151.2% |
| Participant deferral / active EE | $6,964 | $6,357+9.5% | $5,568+25.1% | $6,342+9.8% |
| Admin fee / account holder | $706 | $19,816-96.4% | $16,241-95.7% | $12,312-94.3% |