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 | $125,868 | $209,422-39.9% | $178,503-29.5% | $158,982-20.8% |
| Participation rate | 76.2% | 86.4%-10.2pp | 81.9%-5.7pp | 82.0%-5.8pp |
| Annual return | 11.58% | 188.81%-177.2pp | 151.12%-139.5pp | 302.99%-291.4pp |
| Employer contribution / active EE | $2,363 | $5,707-58.6% | $5,011-52.8% | $4,763-50.4% |
| Participant deferral / active EE | $4,665 | $5,955-21.7% | $5,202-10.3% | $5,983-22.0% |
| Admin fee / account holder | $7,954 | $17,079-53.4% | $13,987-43.1% | $11,252-29.3% |