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 | $37,239 | $157,304-76.3% | $141,197-73.6% | $152,909-75.6% |
| Participation rate | 77.8% | 84.8%-7.0pp | 82.5%-4.7pp | 82.5%-4.7pp |
| Annual return | 27.69% | 64.34%-36.6pp | 71.41%-43.7pp | 345.46%-317.8pp |
| Employer contribution / active EE | $5,248 | $5,263-0.3% | $4,736+10.8% | $4,764+10.2% |
| Participant deferral / active EE | $9,513 | $7,111+33.8% | $6,710+41.8% | $5,851+62.6% |
| Admin fee / account holder | $1,891 | $12,126-84.4% | $10,265-81.6% | $11,601-83.7% |