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 | $38,395 | $160,070-76.0% | $147,117-73.9% | $145,897-73.7% |
| Participation rate | 73.9% | 84.0%-10.1pp | 82.2%-8.3pp | 80.3%-6.4pp |
| Annual return | 12.34% | 98.69%-86.3pp | 420.54%-408.2pp | 552.29%-540.0pp |
| Employer contribution / active EE | $1,801 | $5,285-65.9% | $4,932-63.5% | $4,663-61.4% |
| Participant deferral / active EE | $5,020 | $8,419-40.4% | $8,065-37.7% | $6,689-25.0% |
| Admin fee / account holder | $664 | $15,035-95.6% | $12,993-94.9% | $13,390-95.0% |