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 | $44,220 | $100,073-55.8% | $85,126-48.1% | $145,877-69.7% |
| Participation rate | 73.7% | 74.1%-0.4pp | 67.5%+6.2pp | 80.3%-6.6pp |
| Annual return | 10.37% | 84.11%-73.7pp | 66.63%-56.3pp | 551.28%-540.9pp |
| Employer contribution / active EE | $863 | $3,236-73.3% | $2,731-68.4% | $4,663-81.5% |
| Participant deferral / active EE | $7,199 | $5,294+36.0% | $4,523+59.2% | $6,691+7.6% |
| Admin fee / account holder | $5,810 | $7,261-20.0% | $6,160-5.7% | $13,402-56.7% |