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 | $117,856 | $202,345-41.8% | $172,755-31.8% | $152,885-22.9% |
| Participation rate | 94.4% | 87.1%+7.4pp | 82.6%+11.8pp | 82.5%+12.0pp |
| Annual return | 21.02% | 1029.77%-1008.8pp | 802.94%-781.9pp | 345.39%-324.4pp |
| Employer contribution / active EE | $3,671 | $5,858-37.3% | $5,144-28.6% | $4,763-22.9% |
| Participant deferral / active EE | $5,769 | $5,948-3.0% | $5,198+11.0% | $5,851-1.4% |
| Admin fee / account holder | $476 | $17,111-97.2% | $13,955-96.6% | $11,598-95.9% |