Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $44,136 | $144,130-69.4% | $117,861-62.6% | $147,586-70.1% |
| Participation rate | 75.0% | 83.4%-8.4pp | 79.7%-4.7pp | 82.8%-7.8pp |
| Annual return | 16.51% | 531.20%-514.7pp | 335.11%-318.6pp | 578.59%-562.1pp |
| Employer contribution / active EE | $1,704 | $4,897-65.2% | $3,786-55.0% | $4,876-65.1% |
| Participant deferral / active EE | $1,998 | $5,316-62.4% | $4,482-55.4% | $5,439-63.3% |
| Admin fee / account holder | $15,560 | $10,887+42.9% | $8,021+94.0% | $10,886+42.9% |