Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $37,750 | $183,592-79.4% | $155,567-75.7% | $145,959-74.1% |
| Participation rate | 72.7% | 82.7%-10.0pp | 78.2%-5.5pp | 80.3%-7.6pp |
| Annual return | 10.51% | 61.24%-50.7pp | 64.74%-54.2pp | 561.95%-551.4pp |
| Employer contribution / active EE | $2,296 | $5,315-56.8% | $4,674-50.9% | $4,661-50.7% |
| Participant deferral / active EE | $7,009 | $6,464+8.4% | $5,628+24.5% | $6,689+4.8% |
| Admin fee / account holder | $385 | $19,318-98.0% | $15,916-97.6% | $13,398-97.1% |