Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $33,745 | $175,231-80.7% | $149,696-77.5% | $139,466-75.8% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 26.62% | 166.77%-140.2pp | 134.46%-107.8pp | 373.66%-347.0pp |
| Employer contribution / active EE | $3,451 | $5,478-37.0% | $4,821-28.4% | $4,754-27.4% |
| Participant deferral / active EE | $9,835 | $6,521+50.8% | $5,682+73.1% | $6,712+46.5% |
| Admin fee / account holder | $439 | $16,155-97.3% | $13,212-96.7% | $11,409-96.2% |