Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $33,853 | $125,190-73.0% | $105,624-68.0% | $145,897-76.8% |
| Participation rate | 93.3% | 77.6%+15.7pp | 75.3%+18.1pp | 80.3%+13.0pp |
| Annual return | 30.49% | 225.22%-194.7pp | 116.20%-85.7pp | 552.29%-521.8pp |
| Employer contribution / active EE | $8,343 | $3,720+124.2% | $3,168+163.4% | $4,663+78.9% |
| Participant deferral / active EE | $7,088 | $5,716+24.0% | $5,013+41.4% | $6,689+6.0% |
| Admin fee / account holder | $752 | $17,138-95.6% | $10,961-93.1% | $13,390-94.4% |