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 | $32,225 | $165,381-80.5% | $149,730-78.5% | $158,966-79.7% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 18.07% | 348.29%-330.2pp | 276.70%-258.6pp | 302.95%-284.9pp |
| Employer contribution / active EE | $1,913 | $5,104-62.5% | $4,645-58.8% | $4,762-59.8% |
| Participant deferral / active EE | $5,267 | $7,182-26.7% | $6,843-23.0% | $5,983-12.0% |
| Admin fee / account holder | $3,098 | $10,809-71.3% | $9,310-66.7% | $11,250-72.5% |