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 | $29,658 | $144,130-79.4% | $117,860-74.8% | $147,585-79.9% |
| Participation rate | 82.4% | 83.4%-1.1pp | 79.7%+2.7pp | 82.8%-0.5pp |
| Annual return | 19.95% | 531.20%-511.2pp | 335.10%-315.1pp | 578.58%-558.6pp |
| Employer contribution / active EE | $1,874 | $4,897-61.7% | $3,786-50.5% | $4,876-61.6% |
| Participant deferral / active EE | $4,649 | $5,316-12.6% | $4,482+3.7% | $5,439-14.5% |
| Admin fee / account holder | $1,360 | $10,887-87.5% | $8,021-83.0% | $10,886-87.5% |