Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $39,521 | $111,535-64.6% | $105,223-62.4% | $137,256-71.2% |
| Participation rate | 77.8% | 78.1%-0.3pp | 75.0%+2.7pp | 80.0%-2.2pp |
| Annual return | 14.81% | 237.85%-223.0pp | 180.65%-165.8pp | 220.34%-205.5pp |
| Employer contribution / active EE | $1,323 | $3,939-66.4% | $3,689-64.1% | $4,156-68.2% |
| Participant deferral / active EE | $2,564 | $5,500-53.4% | $5,072-49.5% | $6,407-60.0% |
| Admin fee / account holder | $862 | $9,721-91.1% | $8,859-90.3% | $12,270-93.0% |