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 | $40,189 | $183,516-78.1% | $155,534-74.2% | $145,884-72.5% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 35.02% | 61.43%-26.4pp | 64.92%-29.9pp | 551.85%-516.8pp |
| Employer contribution / active EE | $1,730 | $5,315-67.5% | $4,675-63.0% | $4,662-62.9% |
| Participant deferral / active EE | $2,219 | $6,467-65.7% | $5,630-60.6% | $6,690-66.8% |
| Admin fee / account holder | $3,082 | $19,293-84.0% | $15,900-80.6% | $13,392-77.0% |