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 | $33,544 | $217,432-84.6% | $185,849-82.0% | $167,536-80.0% |
| Participation rate | 72.7% | 86.1%-13.3pp | 81.7%-9.0pp | 82.1%-9.4pp |
| Annual return | 17.15% | 148.42%-131.3pp | 122.10%-104.9pp | 478.82%-461.7pp |
| Employer contribution / active EE | $1,877 | $5,875-68.0% | $5,169-63.7% | $4,839-61.2% |
| Participant deferral / active EE | $3,021 | $6,357-52.5% | $5,569-45.8% | $6,342-52.4% |
| Admin fee / account holder | $3,949 | $19,818-80.1% | $16,244-75.7% | $12,315-67.9% |