Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $37,602 | $181,062-79.2% | $158,223-76.2% | $155,188-75.8% |
| Participation rate | 73.7% | 82.7%-9.0pp | 79.2%-5.5pp | 80.8%-7.1pp |
| Annual return | 15.10% | 57.39%-42.3pp | 52.09%-37.0pp | 148.84%-133.7pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $4,109-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,056 | $6,134-50.2% | $5,467-44.1% | $6,531-53.2% |
| Admin fee / account holder | $13,313 | $18,825-29.3% | $16,047-17.0% | $14,480-8.1% |