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 | $41,789 | $198,457-78.9% | $170,435-75.5% | $147,586-71.7% |
| Participation rate | 83.3% | 88.0%-4.6pp | 83.6%-0.3pp | 82.8%+0.5pp |
| Annual return | 21.40% | 257.30%-235.9pp | 205.94%-184.5pp | 578.59%-557.2pp |
| Employer contribution / active EE | $2,922 | $6,183-52.7% | $5,432-46.2% | $4,876-40.1% |
| Participant deferral / active EE | $7,075 | $5,629+25.7% | $4,939+43.2% | $5,439+30.1% |
| Admin fee / account holder | $2,195 | $16,852-87.0% | $13,881-84.2% | $10,886-79.8% |