Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $14,727 | $156,963-90.6% | $121,204-87.8% | $139,466-89.4% |
| Participation rate | 83.3% | 76.5%+6.9pp | 69.5%+13.8pp | 80.3%+3.0pp |
| Annual return | 18.82% | 1476.75%-1457.9pp | 987.18%-968.4pp | 373.66%-354.8pp |
| Employer contribution / active EE | $3,098 | $5,544-44.1% | $4,170-25.7% | $4,754-34.8% |
| Participant deferral / active EE | $3,098 | $4,848-36.1% | $4,083-24.1% | $6,712-53.9% |
| Admin fee / account holder | $1,483 | $6,953-78.7% | $5,651-73.8% | $11,409-87.0% |