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 | $140,685 | $176,077-20.1% | $159,455-11.8% | $167,518-16.0% |
| Participation rate | 80.0% | 84.9%-4.9pp | 82.8%-2.8pp | 82.1%-2.1pp |
| Annual return | 19.09% | 331.83%-312.7pp | 263.63%-244.5pp | 478.71%-459.6pp |
| Employer contribution / active EE | $2,444 | $5,298-53.9% | $4,830-49.4% | $4,838-49.5% |
| Participant deferral / active EE | $4,442 | $7,751-42.7% | $7,353-39.6% | $6,342-30.0% |
| Admin fee / account holder | $374 | $12,556-97.0% | $10,800-96.5% | $12,312-97.0% |