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 | $25,271 | $96,678-73.9% | $86,640-70.8% | $139,466-81.9% |
| Participation rate | 80.0% | 74.4%+5.6pp | 71.7%+8.3pp | 80.3%-0.3pp |
| Annual return | 18.19% | 106.69%-88.5pp | 592.52%-574.3pp | 373.66%-355.5pp |
| Employer contribution / active EE | $3,180 | $3,265-2.6% | $3,024+5.2% | $4,754-33.1% |
| Participant deferral / active EE | $9,226 | $4,837+90.7% | $4,438+107.9% | $6,712+37.5% |
| Admin fee / account holder | $563 | $6,410-91.2% | $5,616-90.0% | $11,409-95.1% |