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 | $56,321 | $99,017-43.1% | $86,587-35.0% | $147,585-61.8% |
| Participation rate | 92.9% | 76.3%+16.5pp | 73.5%+19.3pp | 82.8%+10.0pp |
| Annual return | 17.05% | 1312.37%-1295.3pp | 964.86%-947.8pp | 578.56%-561.5pp |
| Employer contribution / active EE | $2,165 | $3,132-30.9% | $2,839-23.7% | $4,876-55.6% |
| Participant deferral / active EE | $5,375 | $3,972+35.3% | $3,609+48.9% | $5,439-1.2% |
| Admin fee / account holder | $2,681 | $5,710-53.1% | $4,906-45.4% | $10,885-75.4% |