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 | $76,647 | $88,815-13.7% | $81,882-6.4% | $145,897-47.5% |
| Participation rate | 70.8% | 75.1%-4.2pp | 72.4%-1.6pp | 80.3%-9.5pp |
| Annual return | 16.47% | 1033.75%-1017.3pp | 779.47%-763.0pp | 552.29%-535.8pp |
| Employer contribution / active EE | $1,443 | $3,086-53.2% | $2,916-50.5% | $4,663-69.1% |
| Participant deferral / active EE | $3,071 | $4,647-33.9% | $4,323-29.0% | $6,689-54.1% |
| Admin fee / account holder | $352 | $8,434-95.8% | $7,360-95.2% | $13,390-97.4% |