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 | $43,976 | $211,224-79.2% | $178,505-75.4% | $145,897-69.9% |
| Participation rate | 71.4% | 80.8%-9.4pp | 77.1%-5.7pp | 80.3%-8.9pp |
| Annual return | 15.75% | 30.28%-14.5pp | 27.16%-11.4pp | 552.29%-536.5pp |
| Employer contribution / active EE | $1,462 | $4,577-68.0% | $3,955-63.0% | $4,663-68.6% |
| Participant deferral / active EE | $4,581 | $6,966-34.2% | $6,280-27.1% | $6,689-31.5% |
| Admin fee / account holder | $324 | $12,109-97.3% | $10,428-96.9% | $13,390-97.6% |