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 | $38,200 | $202,440-81.1% | $169,390-77.4% | $139,466-72.6% |
| Participation rate | 82.4% | 81.1%+1.2pp | 77.2%+5.2pp | 80.3%+2.0pp |
| Annual return | 21.57% | 532.36%-510.8pp | 406.07%-384.5pp | 373.66%-352.1pp |
| Employer contribution / active EE | $4,304 | $4,693-8.3% | $4,013+7.3% | $4,754-9.5% |
| Participant deferral / active EE | $7,542 | $6,940+8.7% | $6,222+21.2% | $6,712+12.4% |
| Admin fee / account holder | $3,969 | $10,722-63.0% | $9,015-56.0% | $11,409-65.2% |