Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $44,428 | $110,337-59.7% | $102,383-56.6% | $145,877-69.5% |
| Participation rate | 71.4% | 77.9%-6.5pp | 74.5%-3.1pp | 80.3%-8.9pp |
| Annual return | 14.27% | 24.83%-10.6pp | 24.94%-10.7pp | 551.28%-537.0pp |
| Employer contribution / active EE | $1,321 | $4,216-68.7% | $3,870-65.9% | $4,663-71.7% |
| Participant deferral / active EE | $8,747 | $5,621+55.6% | $5,060+72.9% | $6,691+30.7% |
| Admin fee / account holder | $686 | $9,750-93.0% | $8,391-91.8% | $13,402-94.9% |