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 | $73,591 | $165,361-55.5% | $149,715-50.8% | $158,950-53.7% |
| Participation rate | 77.8% | 84.6%-6.8pp | 82.5%-4.7pp | 82.0%-4.2pp |
| Annual return | 9.56% | 348.24%-338.7pp | 276.66%-267.1pp | 302.91%-293.3pp |
| Employer contribution / active EE | $3,459 | $5,103-32.2% | $4,645-25.5% | $4,762-27.4% |
| Participant deferral / active EE | $14,497 | $7,182+101.9% | $6,842+111.9% | $5,983+142.3% |
| Admin fee / account holder | $17,684 | $10,808+63.6% | $9,310+90.0% | $11,248+57.2% |