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 | $33,480 | $209,428-84.0% | $178,498-81.2% | $158,950-78.9% |
| Participation rate | 85.7% | 86.4%-0.6pp | 81.9%+3.8pp | 82.0%+3.8pp |
| Annual return | 7.01% | 188.78%-181.8pp | 151.09%-144.1pp | 302.91%-295.9pp |
| Employer contribution / active EE | $2,919 | $5,707-48.9% | $5,011-41.8% | $4,762-38.7% |
| Participant deferral / active EE | $2,951 | $5,955-50.4% | $5,202-43.3% | $5,983-50.7% |
| Admin fee / account holder | $11,589 | $17,077-32.1% | $13,985-17.1% | $11,248+3.0% |