Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $34,713 | $111,535-68.9% | $105,223-67.0% | $137,256-74.7% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.0%+5.0pp | 80.0%0pp |
| Annual return | 14.54% | 237.85%-223.3pp | 180.65%-166.1pp | 220.34%-205.8pp |
| Employer contribution / active EE | $1,126 | $3,939-71.4% | $3,689-69.5% | $4,156-72.9% |
| Participant deferral / active EE | $3,267 | $5,500-40.6% | $5,072-35.6% | $6,407-49.0% |
| Admin fee / account holder | $2,877 | $9,721-70.4% | $8,859-67.5% | $12,270-76.6% |