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 | $31,341 | $155,833-79.9% | $124,693-74.9% | $167,536-81.3% |
| Participation rate | 71.4% | 81.1%-9.7pp | 74.6%-3.2pp | 82.1%-10.7pp |
| Annual return | 19.37% | 17.98%+1.4pp | 5144.19%-5124.8pp | 478.82%-459.4pp |
| Employer contribution / active EE | $3,058 | $4,164-26.6% | $3,324-8.0% | $4,839-36.8% |
| Participant deferral / active EE | $4,814 | $5,675-15.2% | $4,615+4.3% | $6,342-24.1% |
| Admin fee / account holder | $463 | $9,534-95.1% | $7,494-93.8% | $12,315-96.2% |