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 | $30,750 | $217,432-85.9% | $185,849-83.5% | $167,536-81.6% |
| Participation rate | 75.0% | 86.1%-11.1pp | 81.7%-6.7pp | 82.1%-7.1pp |
| Annual return | 15.59% | 148.42%-132.8pp | 122.10%-106.5pp | 478.82%-463.2pp |
| Employer contribution / active EE | $2,689 | $5,875-54.2% | $5,169-48.0% | $4,839-44.4% |
| Participant deferral / active EE | $6,548 | $6,357+3.0% | $5,569+17.6% | $6,342+3.2% |
| Admin fee / account holder | $2,599 | $19,818-86.9% | $16,244-84.0% | $12,315-78.9% |