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 | $35,481 | $115,796-69.4% | $101,264-65.0% | $158,950-77.7% |
| Participation rate | 77.8% | 79.4%-1.6pp | 75.8%+2.0pp | 82.0%-4.2pp |
| Annual return | 10.48% | 56.15%-45.7pp | 46.48%-36.0pp | 302.91%-292.4pp |
| Employer contribution / active EE | $1,411 | $4,175-66.2% | $3,660-61.4% | $4,762-70.4% |
| Participant deferral / active EE | $3,253 | $4,958-34.4% | $4,370-25.6% | $5,983-45.6% |
| Admin fee / account holder | $7,772 | $7,247+7.2% | $5,947+30.7% | $11,248-30.9% |