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 | $49,852 | $160,040-68.9% | $147,096-66.1% | $145,877-65.8% |
| Participation rate | 78.6% | 84.0%-5.4pp | 82.2%-3.6pp | 80.3%-1.7pp |
| Annual return | 10.83% | 98.49%-87.7pp | 419.75%-408.9pp | 551.28%-540.5pp |
| Employer contribution / active EE | $1,756 | $5,289-66.8% | $4,936-64.4% | $4,663-62.3% |
| Participant deferral / active EE | $3,871 | $8,429-54.1% | $8,071-52.0% | $6,691-42.1% |
| Admin fee / account holder | $7,232 | $15,050-51.9% | $13,005-44.4% | $13,402-46.0% |