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 | $80,203 | $160,070-49.9% | $147,117-45.5% | $145,897-45.0% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.7pp | 80.3%+10.6pp |
| Annual return | 13.71% | 98.69%-85.0pp | 420.54%-406.8pp | 552.29%-538.6pp |
| Employer contribution / active EE | $3,143 | $5,285-40.5% | $4,932-36.3% | $4,663-32.6% |
| Participant deferral / active EE | $6,460 | $8,419-23.3% | $8,065-19.9% | $6,689-3.4% |
| Admin fee / account holder | $5,371 | $15,035-64.3% | $12,993-58.7% | $13,390-59.9% |