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 | $84,621 | $217,432-61.1% | $185,849-54.5% | $167,536-49.5% |
| Participation rate | 75.0% | 86.1%-11.1pp | 81.7%-6.7pp | 82.1%-7.1pp |
| Annual return | 12.04% | 148.42%-136.4pp | 122.10%-110.1pp | 478.82%-466.8pp |
| Employer contribution / active EE | $6,177 | $5,875+5.2% | $5,169+19.5% | $4,839+27.7% |
| Participant deferral / active EE | $6,379 | $6,357+0.3% | $5,569+14.5% | $6,342+0.6% |
| Admin fee / account holder | $3,127 | $19,818-84.2% | $16,244-80.7% | $12,315-74.6% |