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 | $49,219 | $217,432-77.4% | $185,851-73.5% | $167,553-70.6% |
| Participation rate | 83.3% | 86.1%-2.7pp | 81.7%+1.6pp | 82.1%+1.2pp |
| Annual return | 19.66% | 148.43%-128.8pp | 122.11%-102.4pp | 478.89%-459.2pp |
| Employer contribution / active EE | $1,834 | $5,874-68.8% | $5,168-64.5% | $4,840-62.1% |
| Participant deferral / active EE | $2,400 | $6,357-62.3% | $5,569-56.9% | $6,343-62.2% |
| Admin fee / account holder | $373 | $19,820-98.1% | $16,245-97.7% | $12,316-97.0% |