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 | $23,078 | $99,011-76.7% | $86,582-73.3% | $147,586-84.4% |
| Participation rate | 90.0% | 76.3%+13.7pp | 73.5%+16.5pp | 82.8%+7.2pp |
| Annual return | 234.79% | 1312.75%-1078.0pp | 965.08%-730.3pp | 578.59%-343.8pp |
| Employer contribution / active EE | $2,216 | $3,132-29.3% | $2,839-22.0% | $4,876-54.6% |
| Participant deferral / active EE | $5,853 | $3,972+47.4% | $3,609+62.2% | $5,439+7.6% |
| Admin fee / account holder | $64,912 | $5,709+1037.0% | $4,904+1223.6% | $10,886+496.3% |