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 | $32,512 | $180,466-82.0% | $154,114-78.9% | $135,382-76.0% |
| Participation rate | 86.4% | 87.4%-1.1pp | 83.0%+3.3pp | 82.6%+3.7pp |
| Annual return | 1.82% | 888.15%-886.3pp | 735.16%-733.3pp | 519.77%-517.9pp |
| Employer contribution / active EE | $1,978 | $6,035-67.2% | $5,298-62.7% | $4,779-58.6% |
| Participant deferral / active EE | $3,110 | $5,806-46.4% | $5,081-38.8% | $5,609-44.5% |
| Admin fee / account holder | $3,833 | $16,144-76.3% | $13,411-71.4% | $10,829-64.6% |