Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $36,450 | $197,625-81.6% | $177,840-79.5% | $158,966-77.1% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.7%-12.7pp | 82.0%-7.0pp |
| Annual return | 18.76% | 58.76%-40.0pp | 48.32%-29.6pp | 302.95%-284.2pp |
| Employer contribution / active EE | $2,085 | $6,698-68.9% | $5,919-64.8% | $4,762-56.2% |
| Participant deferral / active EE | $7,931 | $8,405-5.6% | $7,714+2.8% | $5,983+32.6% |
| Admin fee / account holder | $342 | $15,405-97.8% | $12,431-97.3% | $11,250-97.0% |