Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $23,703 | $148,623-84.1% | $135,974-82.6% | $139,466-83.0% |
| Participation rate | 77.8% | 83.9%-6.1pp | 81.9%-4.1pp | 80.3%-2.6pp |
| Annual return | 15.82% | 79.30%-63.5pp | 68.30%-52.5pp | 373.66%-357.8pp |
| Employer contribution / active EE | $3,415 | $5,246-34.9% | $4,859-29.7% | $4,754-28.2% |
| Participant deferral / active EE | $3,706 | $8,103-54.3% | $7,760-52.2% | $6,712-44.8% |
| Admin fee / account holder | $5,101 | $12,406-58.9% | $10,767-52.6% | $11,409-55.3% |