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 | $38,419 | $175,259-78.1% | $149,723-74.3% | $139,487-72.5% |
| Participation rate | 95.5% | 83.4%+12.1pp | 78.8%+16.7pp | 80.3%+15.1pp |
| Annual return | 14.94% | 166.82%-151.9pp | 134.50%-119.6pp | 373.84%-358.9pp |
| Employer contribution / active EE | $3,706 | $5,478-32.4% | $4,821-23.1% | $4,755-22.1% |
| Participant deferral / active EE | $3,428 | $6,522-47.4% | $5,682-39.7% | $6,713-48.9% |
| Admin fee / account holder | $1,688 | $16,158-89.6% | $13,215-87.2% | $11,407-85.2% |