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 | $41,702 | $160,040-73.9% | $147,096-71.6% | $145,877-71.4% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.8pp | 80.3%-8.9pp |
| Annual return | 16.31% | 98.49%-82.2pp | 419.75%-403.4pp | 551.28%-535.0pp |
| Employer contribution / active EE | $3,706 | $5,289-29.9% | $4,936-24.9% | $4,663-20.5% |
| Participant deferral / active EE | $5,391 | $8,429-36.0% | $8,071-33.2% | $6,691-19.4% |
| Admin fee / account holder | $427 | $15,050-97.2% | $13,005-96.7% | $13,402-96.8% |