Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $35,173 | $114,073-69.2% | $96,161-63.4% | $167,518-79.0% |
| Participation rate | 92.9% | 75.1%+17.8pp | 68.4%+24.4pp | 82.1%+10.7pp |
| Annual return | 11.63% | 189.95%-178.3pp | 192.01%-180.4pp | 478.71%-467.1pp |
| Employer contribution / active EE | $3,010 | $3,428-12.2% | $2,798+7.6% | $4,838-37.8% |
| Participant deferral / active EE | $3,282 | $5,195-36.8% | $4,349-24.5% | $6,342-48.2% |
| Admin fee / account holder | $452 | $6,899-93.5% | $5,538-91.8% | $12,312-96.3% |