Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $49,127 | $102,696-52.2% | $86,235-43.0% | $139,487-64.8% |
| Participation rate | 83.3% | 74.5%+8.8pp | 69.0%+14.4pp | 80.3%+3.0pp |
| Annual return | 20.00% | 1925.91%-1905.9pp | 1170.03%-1150.0pp | 373.84%-353.8pp |
| Employer contribution / active EE | $2,347 | $3,034-22.7% | $2,381-1.5% | $4,755-50.6% |
| Participant deferral / active EE | $2,870 | $4,679-38.7% | $3,987-28.0% | $6,713-57.3% |
| Admin fee / account holder | $1,167 | $8,667-86.5% | $6,856-83.0% | $11,407-89.8% |