Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $20,572 | $125,237-83.6% | $105,608-80.5% | $145,877-85.9% |
| Participation rate | 77.8% | 77.7%+0.1pp | 75.3%+2.5pp | 80.3%-2.5pp |
| Annual return | 16.13% | 225.76%-209.6pp | 116.50%-100.4pp | 551.28%-535.2pp |
| Employer contribution / active EE | $2,615 | $3,720-29.7% | $3,167-17.4% | $4,663-43.9% |
| Participant deferral / active EE | $4,885 | $5,711-14.5% | $5,010-2.5% | $6,691-27.0% |
| Admin fee / account holder | $404 | $17,287-97.7% | $11,028-96.3% | $13,402-97.0% |