Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $38,583 | $183,592-79.0% | $155,574-75.2% | $145,877-73.6% |
| Participation rate | 91.7% | 82.7%+9.0pp | 78.2%+13.5pp | 80.3%+11.4pp |
| Annual return | 18.04% | 61.37%-43.3pp | 64.87%-46.8pp | 551.28%-533.2pp |
| Employer contribution / active EE | $2,753 | $5,317-48.2% | $4,676-41.1% | $4,663-41.0% |
| Participant deferral / active EE | $5,969 | $6,466-7.7% | $5,629+6.0% | $6,691-10.8% |
| Admin fee / account holder | $1,490 | $19,316-92.3% | $15,914-90.6% | $13,402-88.9% |