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 | $39,341 | $209,422-81.2% | $178,503-78.0% | $158,982-75.3% |
| Participation rate | 80.0% | 86.4%-6.4pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 16.03% | 188.81%-172.8pp | 151.12%-135.1pp | 302.99%-287.0pp |
| Employer contribution / active EE | $2,362 | $5,707-58.6% | $5,011-52.9% | $4,763-50.4% |
| Participant deferral / active EE | $0 | $5,955-100.0% | $5,202-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,706 | $17,079-90.0% | $13,987-87.8% | $11,252-84.8% |