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 | $85,004 | $175,257-51.5% | $149,717-43.2% | $139,456-39.0% |
| Participation rate | 77.8% | 83.4%-5.6pp | 78.8%-1.0pp | 80.3%-2.5pp |
| Annual return | 27.98% | 166.70%-138.7pp | 134.41%-106.4pp | 373.45%-345.5pp |
| Employer contribution / active EE | $1,912 | $5,477-65.1% | $4,820-60.3% | $4,753-59.8% |
| Participant deferral / active EE | $2,166 | $6,521-66.8% | $5,682-61.9% | $6,711-67.7% |
| Admin fee / account holder | $2,030 | $16,156-87.4% | $13,213-84.6% | $11,407-82.2% |