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 | $44,984 | $111,535-59.7% | $105,223-57.2% | $137,256-67.2% |
| Participation rate | 72.7% | 78.1%-5.4pp | 75.0%-2.3pp | 80.0%-7.2pp |
| Annual return | 15.55% | 237.85%-222.3pp | 180.65%-165.1pp | 220.34%-204.8pp |
| Employer contribution / active EE | $1,157 | $3,939-70.6% | $3,689-68.6% | $4,156-72.2% |
| Participant deferral / active EE | $2,828 | $5,500-48.6% | $5,072-44.2% | $6,407-55.9% |
| Admin fee / account holder | $4,582 | $9,721-52.9% | $8,859-48.3% | $12,270-62.7% |