Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $76,031 | $160,028-52.5% | $147,080-48.3% | $145,884-47.9% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 23.66% | 98.60%-74.9pp | 420.17%-396.5pp | 551.85%-528.2pp |
| Employer contribution / active EE | $4,785 | $5,286-9.5% | $4,933-3.0% | $4,662+2.6% |
| Participant deferral / active EE | $9,665 | $8,422+14.8% | $8,066+19.8% | $6,690+44.5% |
| Admin fee / account holder | $310 | $15,030-97.9% | $12,989-97.6% | $13,392-97.7% |