Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $31,862 | $125,190-74.5% | $105,624-69.8% | $145,897-78.2% |
| Participation rate | 73.3% | 77.6%-4.3pp | 75.3%-1.9pp | 80.3%-7.0pp |
| Annual return | 15.10% | 225.22%-210.1pp | 116.20%-101.1pp | 552.29%-537.2pp |
| Employer contribution / active EE | $1,754 | $3,720-52.9% | $3,168-44.6% | $4,663-62.4% |
| Participant deferral / active EE | $4,596 | $5,716-19.6% | $5,013-8.3% | $6,689-31.3% |
| Admin fee / account holder | $2,705 | $17,138-84.2% | $10,961-75.3% | $13,390-79.8% |