Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $49,445 | $99,011-50.1% | $86,582-42.9% | $147,586-66.5% |
| Participation rate | 87.0% | 76.3%+10.6pp | 73.5%+13.4pp | 82.8%+4.1pp |
| Annual return | 16.19% | 1312.75%-1296.6pp | 965.08%-948.9pp | 578.59%-562.4pp |
| Employer contribution / active EE | $2,075 | $3,132-33.8% | $2,839-26.9% | $4,876-57.4% |
| Participant deferral / active EE | $5,207 | $3,972+31.1% | $3,609+44.3% | $5,439-4.3% |
| Admin fee / account holder | $673 | $5,709-88.2% | $4,904-86.3% | $10,886-93.8% |