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 | $48,561 | $183,539-73.5% | $155,556-68.8% | $145,897-66.7% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 15.67% | 61.31%-45.6pp | 64.84%-49.2pp | 552.29%-536.6pp |
| Employer contribution / active EE | $1,278 | $5,315-76.0% | $4,675-72.7% | $4,663-72.6% |
| Participant deferral / active EE | $3,984 | $6,467-38.4% | $5,631-29.3% | $6,689-40.4% |
| Admin fee / account holder | $782 | $19,275-95.9% | $15,885-95.1% | $13,390-94.2% |