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 | $40,554 | $209,422-80.6% | $178,503-77.3% | $158,982-74.5% |
| Participation rate | 92.3% | 86.4%+6.0pp | 81.9%+10.4pp | 82.0%+10.3pp |
| Annual return | 16.80% | 188.81%-172.0pp | 151.12%-134.3pp | 302.99%-286.2pp |
| Employer contribution / active EE | $1,535 | $5,707-73.1% | $5,011-69.4% | $4,763-67.8% |
| Participant deferral / active EE | $2,870 | $5,955-51.8% | $5,202-44.8% | $5,983-52.0% |
| Admin fee / account holder | $471 | $17,079-97.2% | $13,987-96.6% | $11,252-95.8% |