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 | $53,258 | $166,268-68.0% | $165,100-67.7% | $145,897-63.5% |
| Participation rate | 73.3% | 82.0%-8.7pp | 78.6%-5.3pp | 80.3%-7.0pp |
| Annual return | 9.98% | 100.52%-90.5pp | 70.21%-60.2pp | 552.29%-542.3pp |
| Employer contribution / active EE | $1,471 | $5,284-72.2% | $4,348-66.2% | $4,663-68.4% |
| Participant deferral / active EE | $3,624 | $6,964-48.0% | $6,035-40.0% | $6,689-45.8% |
| Admin fee / account holder | $3,303 | $16,659-80.2% | $12,696-74.0% | $13,390-75.3% |