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 | $117,024 | $217,432-46.2% | $185,849-37.0% | $167,536-30.1% |
| Participation rate | 70.0% | 86.1%-16.1pp | 81.7%-11.7pp | 82.1%-12.1pp |
| Annual return | 25.20% | 148.42%-123.2pp | 122.10%-96.9pp | 478.82%-453.6pp |
| Employer contribution / active EE | $8,792 | $5,875+49.7% | $5,169+70.1% | $4,839+81.7% |
| Participant deferral / active EE | $3,952 | $6,357-37.8% | $5,569-29.0% | $6,342-37.7% |
| Admin fee / account holder | $3,320 | $19,818-83.2% | $16,244-79.6% | $12,315-73.0% |