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 | $35,550 | $111,535-68.1% | $105,223-66.2% | $137,256-74.1% |
| Participation rate | 72.7% | 78.1%-5.4pp | 75.0%-2.3pp | 80.0%-7.2pp |
| Annual return | 12.26% | 237.85%-225.6pp | 180.65%-168.4pp | 220.34%-208.1pp |
| Employer contribution / active EE | $2,045 | $3,939-48.1% | $3,689-44.5% | $4,156-50.8% |
| Participant deferral / active EE | $2,449 | $5,500-55.5% | $5,072-51.7% | $6,407-61.8% |
| Admin fee / account holder | $9,799 | $9,721+0.8% | $8,859+10.6% | $12,270-20.1% |