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 | $32,537 | $202,463-83.9% | $169,397-80.8% | $139,487-76.7% |
| Participation rate | 70.6% | 81.1%-10.5pp | 77.2%-6.6pp | 80.3%-9.7pp |
| Annual return | 14.88% | 532.64%-517.8pp | 406.23%-391.4pp | 373.84%-359.0pp |
| Employer contribution / active EE | $1,576 | $4,694-66.4% | $4,013-60.7% | $4,755-66.8% |
| Participant deferral / active EE | $2,594 | $6,941-62.6% | $6,223-58.3% | $6,713-61.4% |
| Admin fee / account holder | $6,178 | $10,726-42.4% | $9,017-31.5% | $11,407-45.8% |