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 | $29,155 | $226,135-87.1% | $182,558-84.0% | $152,909-80.9% |
| Participation rate | 85.7% | 82.5%+3.2pp | 78.0%+7.7pp | 82.5%+3.3pp |
| Annual return | 19.52% | 192.60%-173.1pp | 148.59%-129.1pp | 345.46%-325.9pp |
| Employer contribution / active EE | $5,389 | $4,979+8.2% | $4,076+32.2% | $4,764+13.1% |
| Participant deferral / active EE | $1,808 | $6,371-71.6% | $5,526-67.3% | $5,851-69.1% |
| Admin fee / account holder | $1,123 | $10,707-89.5% | $8,594-86.9% | $11,601-90.3% |