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 | $43,973 | $175,259-74.9% | $149,723-70.6% | $139,487-68.5% |
| Participation rate | 72.7% | 83.4%-10.7pp | 78.8%-6.1pp | 80.3%-7.6pp |
| Annual return | 12.71% | 166.82%-154.1pp | 134.50%-121.8pp | 373.84%-361.1pp |
| Employer contribution / active EE | $3,211 | $5,478-41.4% | $4,821-33.4% | $4,755-32.5% |
| Participant deferral / active EE | $4,864 | $6,522-25.4% | $5,682-14.4% | $6,713-27.5% |
| Admin fee / account holder | $3,549 | $16,158-78.0% | $13,215-73.1% | $11,407-68.9% |