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 | $30,431 | $110,337-72.4% | $102,383-70.3% | $145,877-79.1% |
| Participation rate | 70.0% | 77.9%-7.9pp | 74.5%-4.5pp | 80.3%-10.3pp |
| Annual return | 20.07% | 24.83%-4.8pp | 24.94%-4.9pp | 551.28%-531.2pp |
| Employer contribution / active EE | $1,889 | $4,216-55.2% | $3,870-51.2% | $4,663-59.5% |
| Participant deferral / active EE | $4,567 | $5,621-18.7% | $5,060-9.7% | $6,691-31.7% |
| Admin fee / account holder | $448 | $9,750-95.4% | $8,391-94.7% | $13,402-96.7% |