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 | $104,187 | $209,422-50.3% | $178,503-41.6% | $158,982-34.5% |
| Participation rate | 78.9% | 86.4%-7.4pp | 81.9%-3.0pp | 82.0%-3.0pp |
| Annual return | 14.65% | 188.81%-174.2pp | 151.12%-136.5pp | 302.99%-288.3pp |
| Employer contribution / active EE | $1,668 | $5,707-70.8% | $5,011-66.7% | $4,763-65.0% |
| Participant deferral / active EE | $2,671 | $5,955-55.2% | $5,202-48.7% | $5,983-55.4% |
| Admin fee / account holder | $6,577 | $17,079-61.5% | $13,987-53.0% | $11,252-41.5% |