Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $30,703 | $100,938-69.6% | $90,461-66.1% | $158,982-80.7% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.7%+10.6pp | 82.0%+1.4pp |
| Annual return | 23.45% | 1727.20%-1703.8pp | 1294.76%-1271.3pp | 302.99%-279.5pp |
| Employer contribution / active EE | $3,621 | $3,691-1.9% | $3,264+10.9% | $4,763-24.0% |
| Participant deferral / active EE | $6,600 | $4,350+51.7% | $3,964+66.5% | $5,983+10.3% |
| Admin fee / account holder | $315 | $6,510-95.2% | $5,617-94.4% | $11,252-97.2% |