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 | $50,262 | $99,011-49.2% | $86,582-41.9% | $147,586-65.9% |
| Participation rate | 85.0% | 76.3%+8.7pp | 73.5%+11.5pp | 82.8%+2.2pp |
| Annual return | 11.81% | 1312.75%-1300.9pp | 965.08%-953.3pp | 578.59%-566.8pp |
| Employer contribution / active EE | $1,699 | $3,132-45.8% | $2,839-40.2% | $4,876-65.2% |
| Participant deferral / active EE | $3,861 | $3,972-2.8% | $3,609+7.0% | $5,439-29.0% |
| Admin fee / account holder | $662 | $5,709-88.4% | $4,904-86.5% | $10,886-93.9% |