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 | $143,002 | $217,432-34.2% | $185,849-23.1% | $167,536-14.6% |
| Participation rate | 76.5% | 86.1%-9.6pp | 81.7%-5.2pp | 82.1%-5.6pp |
| Annual return | 9.19% | 148.42%-139.2pp | 122.10%-112.9pp | 478.82%-469.6pp |
| Employer contribution / active EE | $2,842 | $5,875-51.6% | $5,169-45.0% | $4,839-41.3% |
| Participant deferral / active EE | $5,696 | $6,357-10.4% | $5,569+2.3% | $6,342-10.2% |
| Admin fee / account holder | $739 | $19,818-96.3% | $16,244-95.5% | $12,315-94.0% |