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 | $34,848 | $132,634-73.7% | $115,768-69.9% | $137,256-74.6% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.4%+5.6pp | 80.0%0pp |
| Annual return | 13.43% | 160.70%-147.3pp | 100.46%-87.0pp | 220.34%-206.9pp |
| Employer contribution / active EE | $1,328 | $3,360-60.5% | $2,940-54.8% | $4,156-68.0% |
| Participant deferral / active EE | $3,808 | $5,619-32.2% | $4,917-22.6% | $6,407-40.6% |
| Admin fee / account holder | $1,037 | $15,028-93.1% | $12,439-91.7% | $12,270-91.5% |