Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $19,247 | $183,539-89.5% | $155,556-87.6% | $145,897-86.8% |
| Participation rate | 70.0% | 82.7%-12.7pp | 78.2%-8.2pp | 80.3%-10.3pp |
| Annual return | 14.99% | 61.31%-46.3pp | 64.84%-49.8pp | 552.29%-537.3pp |
| Employer contribution / active EE | $1,191 | $5,315-77.6% | $4,675-74.5% | $4,663-74.5% |
| Participant deferral / active EE | $3,056 | $6,467-52.7% | $5,631-45.7% | $6,689-54.3% |
| Admin fee / account holder | $1,434 | $19,275-92.6% | $15,885-91.0% | $13,390-89.3% |