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 | $71,207 | $150,447-52.7% | $136,298-47.8% | $147,586-51.8% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 11.25% | 1049.15%-1037.9pp | 5156.27%-5145.0pp | 578.59%-567.3pp |
| Employer contribution / active EE | $1,418 | $5,256-73.0% | $4,696-69.8% | $4,876-70.9% |
| Participant deferral / active EE | $2,409 | $6,631-63.7% | $6,247-61.4% | $5,439-55.7% |
| Admin fee / account holder | $15,875 | $10,906+45.6% | $9,244+71.7% | $10,886+45.8% |