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 | $40,242 | $98,766-59.3% | $149,730-73.1% | $79,852-49.6% |
| Participation rate | 73.1% | 75.8%-2.7pp | 82.5%-9.4pp | 69.6%+3.4pp |
| Annual return | 82.83% | 27.43%+55.4pp | 276.70%-193.9pp | 31.72%+51.1pp |
| Employer contribution / active EE | $2,992 | $3,217-7.0% | $4,645-35.6% | $2,471+21.1% |
| Participant deferral / active EE | $7,706 | $5,681+35.6% | $6,843+12.6% | $3,740+106.0% |
| Admin fee / account holder | $2,555 | $6,052-57.8% | $9,310-72.6% | $5,306-51.8% |