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 | $31,585 | $100,073-68.4% | $85,126-62.9% | $145,877-78.3% |
| Participation rate | 71.4% | 74.1%-2.7pp | 67.5%+3.9pp | 80.3%-8.9pp |
| Annual return | 15.97% | 84.11%-68.1pp | 66.63%-50.7pp | 551.28%-535.3pp |
| Employer contribution / active EE | $3,251 | $3,236+0.5% | $2,731+19.0% | $4,663-30.3% |
| Participant deferral / active EE | $6,271 | $5,294+18.5% | $4,523+38.6% | $6,691-6.3% |
| Admin fee / account holder | $1,094 | $7,261-84.9% | $6,160-82.2% | $13,402-91.8% |