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 | $34,998 | $72,465-51.7% | $67,575-48.2% | $145,884-76.0% |
| Participation rate | 92.9% | 76.9%+16.0pp | 72.9%+19.9pp | 80.3%+12.6pp |
| Annual return | 12.62% | 7222.56%-7209.9pp | 3528.98%-3516.4pp | 551.85%-539.2pp |
| Employer contribution / active EE | $1,475 | $3,074-52.0% | $2,736-46.1% | $4,662-68.4% |
| Participant deferral / active EE | $1,475 | $4,786-69.2% | $4,003-63.1% | $6,690-77.9% |
| Admin fee / account holder | $1,939 | $5,515-64.9% | $3,993-51.5% | $13,392-85.5% |