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 | $89,095 | $138,114-35.5% | $125,391-28.9% | $134,545-33.8% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | 8.06% | 750.88%-742.8pp | 572.41%-564.4pp | 418.37%-410.3pp |
| Employer contribution / active EE | $6,491 | $5,246+23.7% | $4,816+34.8% | $4,742+36.9% |
| Participant deferral / active EE | $6,055 | $7,801-22.4% | $7,448-18.7% | $6,401-5.4% |
| Admin fee / account holder | $25,301 | $11,570+118.7% | $10,009+152.8% | $11,431+121.3% |