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 | $51,269 | $198,457-74.2% | $170,435-69.9% | $147,586-65.3% |
| Participation rate | 73.7% | 88.0%-14.3pp | 83.6%-9.9pp | 82.8%-9.1pp |
| Annual return | 17.72% | 257.30%-239.6pp | 205.94%-188.2pp | 578.59%-560.9pp |
| Employer contribution / active EE | $1,733 | $6,183-72.0% | $5,432-68.1% | $4,876-64.5% |
| Participant deferral / active EE | $4,207 | $5,629-25.3% | $4,939-14.8% | $5,439-22.6% |
| Admin fee / account holder | $3,638 | $16,852-78.4% | $13,881-73.8% | $10,886-66.6% |