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 | $120,425 | $202,342-40.5% | $172,752-30.3% | $152,897-21.2% |
| Participation rate | 84.6% | 87.1%-2.4pp | 82.6%+2.0pp | 82.5%+2.2pp |
| Annual return | 21.11% | 1029.83%-1008.7pp | 802.97%-781.9pp | 345.43%-324.3pp |
| Employer contribution / active EE | $1,931 | $5,858-67.0% | $5,144-62.5% | $4,764-59.5% |
| Participant deferral / active EE | $4,937 | $5,948-17.0% | $5,198-5.0% | $5,851-15.6% |
| Admin fee / account holder | $7,914 | $17,111-53.7% | $13,955-43.3% | $11,599-31.8% |