Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $48,068 | $175,231-72.6% | $149,696-67.9% | $139,466-65.5% |
| Participation rate | 88.9% | 83.4%+5.5pp | 78.8%+10.1pp | 80.3%+8.6pp |
| Annual return | 15.96% | 166.77%-150.8pp | 134.46%-118.5pp | 373.66%-357.7pp |
| Employer contribution / active EE | $1,845 | $5,478-66.3% | $4,821-61.7% | $4,754-61.2% |
| Participant deferral / active EE | $3,936 | $6,521-39.7% | $5,682-30.7% | $6,712-41.4% |
| Admin fee / account holder | $4,987 | $16,155-69.1% | $13,212-62.3% | $11,409-56.3% |