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 | $58,685 | $198,462-70.4% | $170,439-65.6% | $147,585-60.2% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 17.06% | 257.30%-240.2pp | 205.94%-188.9pp | 578.58%-561.5pp |
| Employer contribution / active EE | $1,801 | $6,184-70.9% | $5,433-66.8% | $4,876-63.1% |
| Participant deferral / active EE | $3,375 | $5,629-40.0% | $4,939-31.7% | $5,439-37.9% |
| Admin fee / account holder | $23,781 | $16,852+41.1% | $13,881+71.3% | $10,886+118.5% |