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 | $31,245 | $88,754-64.8% | $81,820-61.8% | $145,877-78.6% |
| Participation rate | 88.2% | 75.1%+13.2pp | 72.4%+15.9pp | 80.3%+7.9pp |
| Annual return | 10.30% | 1031.77%-1021.5pp | 777.93%-767.6pp | 551.28%-541.0pp |
| Employer contribution / active EE | $2,886 | $3,085-6.5% | $2,915-1.0% | $4,663-38.1% |
| Participant deferral / active EE | $2,688 | $4,648-42.2% | $4,323-37.8% | $6,691-59.8% |
| Admin fee / account holder | $5,091 | $8,424-39.6% | $7,391-31.1% | $13,402-62.0% |