Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $37,031 | $95,664-61.3% | $76,902-51.8% | $139,487-73.5% |
| Participation rate | 83.3% | 74.0%+9.3pp | 69.6%+13.7pp | 80.3%+3.0pp |
| Annual return | 23.10% | 55.03%-31.9pp | 37.91%-14.8pp | 373.84%-350.7pp |
| Employer contribution / active EE | $3,743 | $3,147+18.9% | $2,534+47.7% | $4,755-21.3% |
| Participant deferral / active EE | $9,717 | $4,626+110.0% | $3,833+153.5% | $6,713+44.8% |
| Admin fee / account holder | $461 | $8,311-94.5% | $5,479-91.6% | $11,407-96.0% |