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 | $42,669 | $198,457-78.5% | $170,435-75.0% | $147,586-71.1% |
| Participation rate | 95.0% | 88.0%+7.0pp | 83.6%+11.4pp | 82.8%+12.2pp |
| Annual return | 12.49% | 257.30%-244.8pp | 205.94%-193.5pp | 578.59%-566.1pp |
| Employer contribution / active EE | $2,203 | $6,183-64.4% | $5,432-59.4% | $4,876-54.8% |
| Participant deferral / active EE | $3,196 | $5,629-43.2% | $4,939-35.3% | $5,439-41.2% |
| Admin fee / account holder | $641 | $16,852-96.2% | $13,881-95.4% | $10,886-94.1% |