Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $20,260 | $88,702-77.2% | $81,780-75.2% | $145,978-86.1% |
| Participation rate | 71.4% | 75.0%-3.6pp | 72.4%-0.9pp | 80.3%-8.9pp |
| Annual return | 11.80% | 1029.12%-1017.3pp | 776.27%-764.5pp | 550.52%-538.7pp |
| Employer contribution / active EE | $2,666 | $3,084-13.6% | $2,914-8.5% | $4,662-42.8% |
| Participant deferral / active EE | $5,191 | $4,645+11.7% | $4,321+20.1% | $6,690-22.4% |
| Admin fee / account holder | $9,298 | $8,414+10.5% | $7,384+25.9% | $13,400-30.6% |