Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $38,557 | $148,629-74.1% | $135,982-71.6% | $139,487-72.4% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 26.15% | 79.33%-53.2pp | 68.32%-42.2pp | 373.84%-347.7pp |
| Employer contribution / active EE | $1,628 | $5,247-69.0% | $4,859-66.5% | $4,755-65.8% |
| Participant deferral / active EE | $10,376 | $8,102+28.1% | $7,760+33.7% | $6,713+54.6% |
| Admin fee / account holder | $340 | $12,406-97.3% | $10,767-96.8% | $11,407-97.0% |