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 | $30,293 | $183,539-83.5% | $155,556-80.5% | $145,897-79.2% |
| Participation rate | 82.4% | 82.7%-0.4pp | 78.2%+4.1pp | 80.3%+2.0pp |
| Annual return | 9.52% | 61.31%-51.8pp | 64.84%-55.3pp | 552.29%-542.8pp |
| Employer contribution / active EE | $6,834 | $5,315+28.6% | $4,675+46.2% | $4,663+46.6% |
| Participant deferral / active EE | $5,821 | $6,467-10.0% | $5,631+3.4% | $6,689-13.0% |
| Admin fee / account holder | $2,026 | $19,275-89.5% | $15,885-87.2% | $13,390-84.9% |