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 | $50,690 | $107,363-52.8% | $92,909-45.4% | $152,897-66.8% |
| Participation rate | 73.7% | 79.8%-6.1pp | 76.0%-2.3pp | 82.5%-8.8pp |
| Annual return | 19.10% | 145.63%-126.5pp | 109.44%-90.3pp | 345.43%-326.3pp |
| Employer contribution / active EE | $1,354 | $4,222-67.9% | $3,653-62.9% | $4,764-71.6% |
| Participant deferral / active EE | $3,396 | $4,848-30.0% | $4,238-19.9% | $5,851-42.0% |
| Admin fee / account holder | $1,768 | $7,082-75.0% | $5,795-69.5% | $11,599-84.8% |