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 | $32,541 | $100,868-67.7% | $90,414-64.0% | $158,931-79.5% |
| Participation rate | 75.0% | 75.0%0pp | 72.7%+2.3pp | 82.0%-7.0pp |
| Annual return | 21.85% | 1724.58%-1702.7pp | 1293.19%-1271.3pp | 302.86%-281.0pp |
| Employer contribution / active EE | $1,464 | $3,689-60.3% | $3,262-55.1% | $4,761-69.3% |
| Participant deferral / active EE | $12,375 | $4,348+184.6% | $3,963+212.2% | $5,982+106.9% |
| Admin fee / account holder | $968 | $6,502-85.1% | $5,611-82.7% | $11,247-91.4% |