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 | $126,268 | $183,592-31.2% | $155,574-18.8% | $145,877-13.4% |
| Participation rate | 77.8% | 82.7%-4.9pp | 78.2%-0.4pp | 80.3%-2.5pp |
| Annual return | 13.41% | 61.37%-48.0pp | 64.87%-51.5pp | 551.28%-537.9pp |
| Employer contribution / active EE | $1,751 | $5,317-67.1% | $4,676-62.6% | $4,663-62.5% |
| Participant deferral / active EE | $4,201 | $6,466-35.0% | $5,629-25.4% | $6,691-37.2% |
| Admin fee / account holder | $1,728 | $19,316-91.1% | $15,914-89.1% | $13,402-87.1% |