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 | $77,925 | $209,422-62.8% | $178,503-56.3% | $158,982-51.0% |
| Participation rate | 79.2% | 86.4%-7.2pp | 81.9%-2.8pp | 82.0%-2.8pp |
| Annual return | 14.92% | 188.81%-173.9pp | 151.12%-136.2pp | 302.99%-288.1pp |
| Employer contribution / active EE | $1,952 | $5,707-65.8% | $5,011-61.0% | $4,763-59.0% |
| Participant deferral / active EE | $2,270 | $5,955-61.9% | $5,202-56.4% | $5,983-62.1% |
| Admin fee / account holder | $1,299 | $17,079-92.4% | $13,987-90.7% | $11,252-88.5% |