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 | $37,254 | $183,592-79.7% | $155,574-76.1% | $145,877-74.5% |
| Participation rate | 71.4% | 82.7%-11.3pp | 78.2%-6.8pp | 80.3%-8.9pp |
| Annual return | 12.92% | 61.37%-48.5pp | 64.87%-51.9pp | 551.28%-538.4pp |
| Employer contribution / active EE | $1,796 | $5,317-66.2% | $4,676-61.6% | $4,663-61.5% |
| Participant deferral / active EE | $7,274 | $6,466+12.5% | $5,629+29.2% | $6,691+8.7% |
| Admin fee / account holder | $7,262 | $19,316-62.4% | $15,914-54.4% | $13,402-45.8% |