Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $35,048 | $160,070-78.1% | $147,117-76.2% | $145,897-76.0% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.1pp | 80.3%+3.0pp |
| Annual return | 25.60% | 98.69%-73.1pp | 420.54%-394.9pp | 552.29%-526.7pp |
| Employer contribution / active EE | $2,818 | $5,285-46.7% | $4,932-42.9% | $4,663-39.6% |
| Participant deferral / active EE | $4,405 | $8,419-47.7% | $8,065-45.4% | $6,689-34.1% |
| Admin fee / account holder | $897 | $15,035-94.0% | $12,993-93.1% | $13,390-93.3% |