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 | $78,101 | $198,462-60.6% | $170,439-54.2% | $147,585-47.1% |
| Participation rate | 87.5% | 88.0%-0.5pp | 83.6%+3.9pp | 82.8%+4.7pp |
| Annual return | 15.33% | 257.30%-242.0pp | 205.94%-190.6pp | 578.58%-563.3pp |
| Employer contribution / active EE | $2,943 | $6,184-52.4% | $5,433-45.8% | $4,876-39.6% |
| Participant deferral / active EE | $6,837 | $5,629+21.5% | $4,939+38.4% | $5,439+25.7% |
| Admin fee / account holder | $975 | $16,852-94.2% | $13,881-93.0% | $10,886-91.0% |