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 | $9,970 | $111,535-91.1% | $105,223-90.5% | $137,256-92.7% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.0%0pp | 80.0%-5.0pp |
| Annual return | 16.99% | 237.85%-220.9pp | 180.65%-163.7pp | 220.34%-203.4pp |
| Employer contribution / active EE | $1,658 | $3,939-57.9% | $3,689-55.0% | $4,156-60.1% |
| Participant deferral / active EE | $1,658 | $5,500-69.8% | $5,072-67.3% | $6,407-74.1% |
| Admin fee / account holder | $2,030 | $9,721-79.1% | $8,859-77.1% | $12,270-83.5% |