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 | $121,580 | $210,698-42.3% | $178,014-31.7% | $145,959-16.7% |
| Participation rate | 71.4% | 80.8%-9.3pp | 77.1%-5.7pp | 80.3%-8.9pp |
| Annual return | 25.24% | 386.27%-361.0pp | 294.80%-269.6pp | 561.95%-536.7pp |
| Employer contribution / active EE | $1,023 | $4,567-77.6% | $3,950-74.1% | $4,661-78.1% |
| Participant deferral / active EE | $4,357 | $6,958-37.4% | $6,276-30.6% | $6,689-34.9% |
| Admin fee / account holder | $1,684 | $12,016-86.0% | $10,362-83.8% | $13,398-87.4% |