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 | $45,067 | $160,028-71.8% | $147,080-69.4% | $145,884-69.1% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.8pp | 80.3%-8.9pp |
| Annual return | 20.57% | 98.60%-78.0pp | 420.17%-399.6pp | 551.85%-531.3pp |
| Employer contribution / active EE | $1,526 | $5,286-71.1% | $4,933-69.1% | $4,662-67.3% |
| Participant deferral / active EE | $2,627 | $8,422-68.8% | $8,066-67.4% | $6,690-60.7% |
| Admin fee / account holder | $14,717 | $15,030-2.1% | $12,989+13.3% | $13,392+9.9% |