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 | $77,487 | $202,460-61.7% | $169,385-54.3% | $139,456-44.4% |
| Participation rate | 70.0% | 81.1%-11.1pp | 77.2%-7.2pp | 80.3%-10.3pp |
| Annual return | 24.87% | 532.07%-507.2pp | 405.82%-380.9pp | 373.45%-348.6pp |
| Employer contribution / active EE | $9,931 | $4,691+111.7% | $4,012+147.5% | $4,753+109.0% |
| Participant deferral / active EE | $4,249 | $6,938-38.8% | $6,221-31.7% | $6,711-36.7% |
| Admin fee / account holder | $483 | $10,719-95.5% | $9,011-94.6% | $11,407-95.8% |