Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $32,019 | $175,259-81.7% | $149,723-78.6% | $139,487-77.0% |
| Participation rate | 72.2% | 83.4%-11.2pp | 78.8%-6.6pp | 80.3%-8.1pp |
| Annual return | 22.97% | 166.82%-143.9pp | 134.50%-111.5pp | 373.84%-350.9pp |
| Employer contribution / active EE | $3,217 | $5,478-41.3% | $4,821-33.3% | $4,755-32.3% |
| Participant deferral / active EE | $4,142 | $6,522-36.5% | $5,682-27.1% | $6,713-38.3% |
| Admin fee / account holder | $482 | $16,158-97.0% | $13,215-96.3% | $11,407-95.8% |