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 | $44,344 | $209,422-78.8% | $178,503-75.2% | $158,982-72.1% |
| Participation rate | 70.8% | 86.4%-15.5pp | 81.9%-11.1pp | 82.0%-11.1pp |
| Annual return | 9.82% | 188.81%-179.0pp | 151.12%-141.3pp | 302.99%-293.2pp |
| Employer contribution / active EE | $1,637 | $5,707-71.3% | $5,011-67.3% | $4,763-65.6% |
| Participant deferral / active EE | $2,234 | $5,955-62.5% | $5,202-57.1% | $5,983-62.7% |
| Admin fee / account holder | $995 | $17,079-94.2% | $13,987-92.9% | $11,252-91.2% |