Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $39,328 | $166,131-76.3% | $164,975-76.2% | $145,877-73.0% |
| Participation rate | 78.9% | 82.0%-3.1pp | 78.6%+0.3pp | 80.3%-1.4pp |
| Annual return | 14.57% | 100.37%-85.8pp | 70.12%-55.6pp | 551.28%-536.7pp |
| Employer contribution / active EE | $2,500 | $5,276-52.6% | $4,343-42.4% | $4,663-46.4% |
| Participant deferral / active EE | $8,248 | $6,962+18.5% | $6,033+36.7% | $6,691+23.3% |
| Admin fee / account holder | $779 | $16,648-95.3% | $12,688-93.9% | $13,402-94.2% |