Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $29,644 | $210,698-85.9% | $178,014-83.3% | $145,959-79.7% |
| Participation rate | 76.9% | 80.8%-3.8pp | 77.1%-0.2pp | 80.3%-3.4pp |
| Annual return | 11.21% | 386.27%-375.1pp | 294.80%-283.6pp | 561.95%-550.7pp |
| Employer contribution / active EE | $1,699 | $4,567-62.8% | $3,950-57.0% | $4,661-63.5% |
| Participant deferral / active EE | $4,258 | $6,958-38.8% | $6,276-32.2% | $6,689-36.3% |
| Admin fee / account holder | $3,028 | $12,016-74.8% | $10,362-70.8% | $13,398-77.4% |