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 | $28,761 | $107,363-73.2% | $92,909-69.0% | $152,897-81.2% |
| Participation rate | 73.7% | 79.8%-6.1pp | 76.0%-2.3pp | 82.5%-8.8pp |
| Annual return | 28.92% | 145.63%-116.7pp | 109.44%-80.5pp | 345.43%-316.5pp |
| Employer contribution / active EE | $2,272 | $4,222-46.2% | $3,653-37.8% | $4,764-52.3% |
| Participant deferral / active EE | $4,426 | $4,848-8.7% | $4,238+4.4% | $5,851-24.4% |
| Admin fee / account holder | $1,544 | $7,082-78.2% | $5,795-73.4% | $11,599-86.7% |