Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $67,733 | $209,874-67.7% | $189,537-64.3% | $167,536-59.6% |
| Participation rate | 76.2% | 88.7%-12.5pp | 87.8%-11.6pp | 82.1%-5.9pp |
| Annual return | 9.39% | 748.61%-739.2pp | 555.34%-545.9pp | 478.82%-469.4pp |
| Employer contribution / active EE | $3,032 | $6,913-56.1% | $6,161-50.8% | $4,839-37.3% |
| Participant deferral / active EE | $6,482 | $8,934-27.4% | $8,220-21.1% | $6,342+2.2% |
| Admin fee / account holder | $12,778 | $14,299-10.6% | $12,048+6.1% | $12,315+3.8% |