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 | $124,608 | $209,422-40.5% | $178,503-30.2% | $158,982-21.6% |
| Participation rate | 75.0% | 86.4%-11.4pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 9.15% | 188.81%-179.7pp | 151.12%-142.0pp | 302.99%-293.8pp |
| Employer contribution / active EE | $3,078 | $5,707-46.1% | $5,011-38.6% | $4,763-35.4% |
| Participant deferral / active EE | $8,320 | $5,955+39.7% | $5,202+59.9% | $5,983+39.0% |
| Admin fee / account holder | $1,220 | $17,079-92.9% | $13,987-91.3% | $11,252-89.2% |