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 | $36,569 | $184,000-80.1% | $162,185-77.5% | $152,909-76.1% |
| Participation rate | 84.2% | 88.5%-4.3pp | 87.6%-3.3pp | 82.5%+1.8pp |
| Annual return | 20.19% | 150.80%-130.6pp | 115.61%-95.4pp | 345.46%-325.3pp |
| Employer contribution / active EE | $1,943 | $6,370-69.5% | $5,613-65.4% | $4,764-59.2% |
| Participant deferral / active EE | $2,970 | $8,033-63.0% | $7,297-59.3% | $5,851-49.2% |
| Admin fee / account holder | $4,164 | $13,124-68.3% | $10,844-61.6% | $11,601-64.1% |