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 | $47,752 | $175,259-72.8% | $149,723-68.1% | $139,487-65.8% |
| Participation rate | 93.8% | 83.4%+10.4pp | 78.8%+15.0pp | 80.3%+13.4pp |
| Annual return | 12.23% | 166.82%-154.6pp | 134.50%-122.3pp | 373.84%-361.6pp |
| Employer contribution / active EE | $1,384 | $5,478-74.7% | $4,821-71.3% | $4,755-70.9% |
| Participant deferral / active EE | $4,228 | $6,522-35.2% | $5,682-25.6% | $6,713-37.0% |
| Admin fee / account holder | $1,279 | $16,158-92.1% | $13,215-90.3% | $11,407-88.8% |