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 | $35,338 | $210,698-83.2% | $178,014-80.1% | $145,959-75.8% |
| Participation rate | 75.0% | 80.8%-5.8pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 14.75% | 386.27%-371.5pp | 294.80%-280.0pp | 561.95%-547.2pp |
| Employer contribution / active EE | $3,653 | $4,567-20.0% | $3,950-7.5% | $4,661-21.6% |
| Participant deferral / active EE | $5,818 | $6,958-16.4% | $6,276-7.3% | $6,689-13.0% |
| Admin fee / account holder | $535 | $12,016-95.5% | $10,362-94.8% | $13,398-96.0% |