Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $38,851 | $173,397-77.6% | $135,987-71.4% | $145,877-73.4% |
| Participation rate | 75.0% | 80.4%-5.4pp | 76.4%-1.4pp | 80.3%-5.3pp |
| Annual return | 15.52% | 1166.18%-1150.7pp | 580.01%-564.5pp | 551.28%-535.8pp |
| Employer contribution / active EE | $3,173 | $5,281-39.9% | $4,214-24.7% | $4,663-32.0% |
| Participant deferral / active EE | $3,888 | $8,710-55.4% | $7,027-44.7% | $6,691-41.9% |
| Admin fee / account holder | $7,929 | $9,663-17.9% | $6,716+18.1% | $13,402-40.8% |