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 | $66,360 | $115,814-42.7% | $101,275-34.5% | $158,982-58.3% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.8%-0.8pp | 82.0%-7.0pp |
| Annual return | 21.52% | 56.16%-34.6pp | 46.48%-25.0pp | 302.99%-281.5pp |
| Employer contribution / active EE | $1,776 | $4,176-57.5% | $3,660-51.5% | $4,763-62.7% |
| Participant deferral / active EE | $3,194 | $4,958-35.6% | $4,371-26.9% | $5,983-46.6% |
| Admin fee / account holder | $515 | $7,249-92.9% | $5,948-91.3% | $11,252-95.4% |