Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $78,823 | $209,428-62.4% | $178,498-55.8% | $158,950-50.4% |
| Participation rate | 87.5% | 86.4%+1.1pp | 81.9%+5.6pp | 82.0%+5.5pp |
| Annual return | 14.68% | 188.78%-174.1pp | 151.09%-136.4pp | 302.91%-288.2pp |
| Employer contribution / active EE | $1,754 | $5,707-69.3% | $5,011-65.0% | $4,762-63.2% |
| Participant deferral / active EE | $9,098 | $5,955+52.8% | $5,202+74.9% | $5,983+52.1% |
| Admin fee / account holder | $4,467 | $17,077-73.8% | $13,985-68.1% | $11,248-60.3% |