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 | $76,362 | $217,432-64.9% | $185,849-58.9% | $167,536-54.4% |
| Participation rate | 92.9% | 86.1%+6.8pp | 81.7%+11.1pp | 82.1%+10.7pp |
| Annual return | 43.90% | 148.42%-104.5pp | 122.10%-78.2pp | 478.82%-434.9pp |
| Employer contribution / active EE | $1,286 | $5,875-78.1% | $5,169-75.1% | $4,839-73.4% |
| Participant deferral / active EE | $3,157 | $6,357-50.3% | $5,569-43.3% | $6,342-50.2% |
| Admin fee / account holder | $2,816 | $19,818-85.8% | $16,244-82.7% | $12,315-77.1% |