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 | $75,654 | $160,040-52.7% | $147,096-48.6% | $145,877-48.1% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 14.88% | 98.49%-83.6pp | 419.75%-404.9pp | 551.28%-536.4pp |
| Employer contribution / active EE | $2,530 | $5,289-52.2% | $4,936-48.7% | $4,663-45.7% |
| Participant deferral / active EE | $4,193 | $8,429-50.3% | $8,071-48.1% | $6,691-37.3% |
| Admin fee / account holder | $1,902 | $15,050-87.4% | $13,005-85.4% | $13,402-85.8% |