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 | $147,167 | $202,342-27.3% | $172,752-14.8% | $152,897-3.7% |
| Participation rate | 82.4% | 87.1%-4.7pp | 82.6%-0.3pp | 82.5%-0.1pp |
| Annual return | 15.78% | 1029.83%-1014.0pp | 802.97%-787.2pp | 345.43%-329.7pp |
| Employer contribution / active EE | $1,507 | $5,858-74.3% | $5,144-70.7% | $4,764-68.4% |
| Participant deferral / active EE | $3,452 | $5,948-42.0% | $5,198-33.6% | $5,851-41.0% |
| Admin fee / account holder | $613 | $17,111-96.4% | $13,955-95.6% | $11,599-94.7% |