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 | $25,081 | $129,737-80.7% | $119,126-78.9% | $154,746-83.8% |
| Participation rate | 94.1% | 78.9%+15.3pp | 75.8%+18.4pp | 80.7%+13.4pp |
| Annual return | 10.64% | 379.08%-368.4pp | 282.11%-271.5pp | 172.34%-161.7pp |
| Employer contribution / active EE | $1,954 | $4,375-55.3% | $4,034-51.6% | $4,379-55.4% |
| Participant deferral / active EE | $2,222 | $5,842-62.0% | $5,318-58.2% | $6,730-67.0% |
| Admin fee / account holder | $13,045 | $11,961+9.1% | $10,693+22.0% | $14,365-9.2% |