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 | $40,611 | $104,544-61.2% | $76,657-47.0% | $152,897-73.4% |
| Participation rate | 78.9% | 76.6%+2.3pp | 72.1%+6.9pp | 82.5%-3.5pp |
| Annual return | 20.67% | 1014.36%-993.7pp | 1166.74%-1146.1pp | 345.43%-324.8pp |
| Employer contribution / active EE | $1,976 | $3,118-36.6% | $2,303-14.2% | $4,764-58.5% |
| Participant deferral / active EE | $2,656 | $4,236-37.3% | $3,335-20.4% | $5,851-54.6% |
| Admin fee / account holder | $2,649 | $12,286-78.4% | $6,423-58.8% | $11,599-77.2% |