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 | $79,593 | $176,105-54.8% | $159,474-50.1% | $167,536-52.5% |
| Participation rate | 80.0% | 85.0%-5.0pp | 82.8%-2.8pp | 82.1%-2.1pp |
| Annual return | 13.58% | 331.91%-318.3pp | 263.68%-250.1pp | 478.82%-465.2pp |
| Employer contribution / active EE | $6,621 | $5,299+25.0% | $4,831+37.1% | $4,839+36.8% |
| Participant deferral / active EE | $11,186 | $7,751+44.3% | $7,353+52.1% | $6,342+76.4% |
| Admin fee / account holder | $21,748 | $12,559+73.2% | $10,802+101.3% | $12,315+76.6% |