Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $42,343 | $148,623-71.5% | $135,974-68.9% | $139,466-69.6% |
| Participation rate | 72.7% | 83.9%-11.1pp | 81.9%-9.2pp | 80.3%-7.6pp |
| Annual return | 16.47% | 79.30%-62.8pp | 68.30%-51.8pp | 373.66%-357.2pp |
| Employer contribution / active EE | $1,736 | $5,246-66.9% | $4,859-64.3% | $4,754-63.5% |
| Participant deferral / active EE | $5,438 | $8,103-32.9% | $7,760-29.9% | $6,712-19.0% |
| Admin fee / account holder | $672 | $12,406-94.6% | $10,767-93.8% | $11,409-94.1% |