Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $120,977 | $175,231-31.0% | $149,696-19.2% | $139,466-13.3% |
| Participation rate | 76.5% | 83.4%-6.9pp | 78.8%-2.3pp | 80.3%-3.9pp |
| Annual return | 14.78% | 166.77%-152.0pp | 134.46%-119.7pp | 373.66%-358.9pp |
| Employer contribution / active EE | $2,170 | $5,478-60.4% | $4,821-55.0% | $4,754-54.4% |
| Participant deferral / active EE | $5,193 | $6,521-20.4% | $5,682-8.6% | $6,712-22.6% |
| Admin fee / account holder | $2,533 | $16,155-84.3% | $13,212-80.8% | $11,409-77.8% |