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 | $39,121 | $183,539-78.7% | $155,556-74.9% | $145,897-73.2% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 18.64% | 61.31%-42.7pp | 64.84%-46.2pp | 552.29%-533.6pp |
| Employer contribution / active EE | $2,611 | $5,315-50.9% | $4,675-44.1% | $4,663-44.0% |
| Participant deferral / active EE | $3,837 | $6,467-40.7% | $5,631-31.9% | $6,689-42.6% |
| Admin fee / account holder | $1,183 | $19,275-93.9% | $15,885-92.6% | $13,390-91.2% |