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 | $129,095 | $210,698-38.7% | $178,014-27.5% | $145,959-11.6% |
| Participation rate | 75.0% | 80.8%-5.8pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 12.99% | 386.27%-373.3pp | 294.80%-281.8pp | 561.95%-549.0pp |
| Employer contribution / active EE | $3,429 | $4,567-24.9% | $3,950-13.2% | $4,661-26.4% |
| Participant deferral / active EE | $5,271 | $6,958-24.2% | $6,276-16.0% | $6,689-21.2% |
| Admin fee / account holder | $24,868 | $12,016+107.0% | $10,362+140.0% | $13,398+85.6% |