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 | $86,667 | $198,457-56.3% | $170,435-49.1% | $147,586-41.3% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 17.29% | 257.30%-240.0pp | 205.94%-188.7pp | 578.59%-561.3pp |
| Employer contribution / active EE | $3,235 | $6,183-47.7% | $5,432-40.5% | $4,876-33.7% |
| Participant deferral / active EE | $6,803 | $5,629+20.8% | $4,939+37.7% | $5,439+25.1% |
| Admin fee / account holder | $1,105 | $16,852-93.4% | $13,881-92.0% | $10,886-89.9% |