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 | $31,217 | $175,259-82.2% | $149,723-79.2% | $139,487-77.6% |
| Participation rate | 77.8% | 83.4%-5.6pp | 78.8%-1.0pp | 80.3%-2.6pp |
| Annual return | 15.60% | 166.82%-151.2pp | 134.50%-118.9pp | 373.84%-358.2pp |
| Employer contribution / active EE | $1,094 | $5,478-80.0% | $4,821-77.3% | $4,755-77.0% |
| Participant deferral / active EE | $2,264 | $6,522-65.3% | $5,682-60.2% | $6,713-66.3% |
| Admin fee / account holder | $459 | $16,158-97.2% | $13,215-96.5% | $11,407-96.0% |