Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $33,476 | $160,070-79.1% | $147,117-77.2% | $145,897-77.1% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 13.25% | 98.69%-85.4pp | 420.54%-407.3pp | 552.29%-539.0pp |
| Employer contribution / active EE | $1,689 | $5,285-68.0% | $4,932-65.8% | $4,663-63.8% |
| Participant deferral / active EE | $4,983 | $8,419-40.8% | $8,065-38.2% | $6,689-25.5% |
| Admin fee / account holder | $8,129 | $15,035-45.9% | $12,993-37.4% | $13,390-39.3% |