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 | $76,840 | $160,028-52.0% | $147,080-47.8% | $145,884-47.3% |
| Participation rate | 72.7% | 84.0%-11.3pp | 82.2%-9.5pp | 80.3%-7.6pp |
| Annual return | 11.64% | 98.60%-87.0pp | 420.17%-408.5pp | 551.85%-540.2pp |
| Employer contribution / active EE | $1,906 | $5,286-63.9% | $4,933-61.4% | $4,662-59.1% |
| Participant deferral / active EE | $3,074 | $8,422-63.5% | $8,066-61.9% | $6,690-54.0% |
| Admin fee / account holder | $629 | $15,030-95.8% | $12,989-95.2% | $13,392-95.3% |