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 | $34,078 | $124,351-72.6% | $109,188-68.8% | $167,553-79.7% |
| Participation rate | 71.4% | 79.4%-8.0pp | 75.9%-4.5pp | 82.1%-10.7pp |
| Annual return | 9.66% | 26.04%-16.4pp | 25.76%-16.1pp | 478.89%-469.2pp |
| Employer contribution / active EE | $1,040 | $4,210-75.3% | $3,723-72.1% | $4,840-78.5% |
| Participant deferral / active EE | $1,738 | $5,257-66.9% | $4,654-62.7% | $6,343-72.6% |
| Admin fee / account holder | $353 | $7,975-95.6% | $6,755-94.8% | $12,316-97.1% |