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 | $48,697 | $184,000-73.5% | $162,185-70.0% | $152,909-68.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 18.86% | 150.80%-131.9pp | 115.61%-96.8pp | 345.46%-326.6pp |
| Employer contribution / active EE | $3,890 | $6,370-38.9% | $5,613-30.7% | $4,764-18.3% |
| Participant deferral / active EE | $3,733 | $8,033-53.5% | $7,297-48.8% | $5,851-36.2% |
| Admin fee / account holder | $6,349 | $13,124-51.6% | $10,844-41.5% | $11,601-45.3% |