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 | $37,655 | $162,785-76.9% | $133,959-71.9% | $158,950-76.3% |
| Participation rate | 76.9% | 83.2%-6.3pp | 79.8%-2.9pp | 82.0%-5.0pp |
| Annual return | 37.64% | 41.94%-4.3pp | 45.09%-7.5pp | 302.91%-265.3pp |
| Employer contribution / active EE | $2,420 | $4,975-51.4% | $3,919-38.2% | $4,762-49.2% |
| Participant deferral / active EE | $11,690 | $5,910+97.8% | $5,047+131.6% | $5,983+95.4% |
| Admin fee / account holder | $22,991 | $11,738+95.9% | $8,928+157.5% | $11,248+104.4% |