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 | $33,590 | $176,105-80.9% | $159,474-78.9% | $167,536-80.0% |
| Participation rate | 73.3% | 85.0%-11.6pp | 82.8%-9.5pp | 82.1%-8.8pp |
| Annual return | 16.06% | 331.91%-315.8pp | 263.68%-247.6pp | 478.82%-462.8pp |
| Employer contribution / active EE | $3,278 | $5,299-38.1% | $4,831-32.1% | $4,839-32.3% |
| Participant deferral / active EE | $7,098 | $7,751-8.4% | $7,353-3.5% | $6,342+11.9% |
| Admin fee / account holder | $5,679 | $12,559-54.8% | $10,802-47.4% | $12,315-53.9% |