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 | $26,565 | $72,071-63.1% | $68,368-61.1% | $137,256-80.6% |
| Participation rate | 81.3% | 76.2%+5.0pp | 73.8%+7.5pp | 80.0%+1.3pp |
| Annual return | 39.24% | 353.14%-313.9pp | 292.57%-253.3pp | 220.34%-181.1pp |
| Employer contribution / active EE | $1,659 | $2,788-40.5% | $2,649-37.4% | $4,156-60.1% |
| Participant deferral / active EE | $5,120 | $4,410+16.1% | $4,123+24.2% | $6,407-20.1% |
| Admin fee / account holder | $2,010 | $5,336-62.3% | $5,150-61.0% | $12,270-83.6% |