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 | $145,203 | $232,540-37.6% | $185,117-21.6% | $147,585-1.6% |
| Participation rate | 72.7% | 82.4%-9.6pp | 77.3%-4.5pp | 82.8%-10.1pp |
| Annual return | 19.70% | 43.03%-23.3pp | 40.50%-20.8pp | 578.58%-558.9pp |
| Employer contribution / active EE | $942 | $5,195-81.9% | $4,182-77.5% | $4,876-80.7% |
| Participant deferral / active EE | $2,227 | $5,834-61.8% | $5,045-55.9% | $5,439-59.1% |
| Admin fee / account holder | $2,720 | $10,275-73.5% | $8,159-66.7% | $10,886-75.0% |