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 | $31,869 | $209,428-84.8% | $178,498-82.1% | $158,950-80.0% |
| Participation rate | 95.2% | 86.4%+8.9pp | 81.9%+13.3pp | 82.0%+13.3pp |
| Annual return | 21.02% | 188.78%-167.8pp | 151.09%-130.1pp | 302.91%-281.9pp |
| Employer contribution / active EE | $3,341 | $5,707-41.5% | $5,011-33.3% | $4,762-29.8% |
| Participant deferral / active EE | $2,319 | $5,955-61.1% | $5,202-55.4% | $5,983-61.2% |
| Admin fee / account holder | $2,202 | $17,077-87.1% | $13,985-84.3% | $11,248-80.4% |