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 | $50,198 | $137,414-63.5% | $189,520-73.5% | $85,856-41.5% |
| Participation rate | 80.7% | 84.6%-3.9pp | 87.8%-7.1pp | 69.3%+11.4pp |
| Annual return | 14.91% | 38.14%-23.2pp | 555.25%-540.3pp | 318.58%-303.7pp |
| Employer contribution / active EE | $1,552 | $4,344-64.3% | $6,161-74.8% | $2,565-39.5% |
| Participant deferral / active EE | $5,287 | $6,260-15.5% | $8,220-35.7% | $3,952+33.8% |
| Admin fee / account holder | $3,076 | $8,630-64.4% | $12,046-74.5% | $6,261-50.9% |