Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $75,418 | $209,422-64.0% | $178,503-57.7% | $158,982-52.6% |
| Participation rate | 90.0% | 86.4%+3.6pp | 81.9%+8.1pp | 82.0%+8.0pp |
| Annual return | 11.65% | 188.81%-177.2pp | 151.12%-139.5pp | 302.99%-291.3pp |
| Employer contribution / active EE | $7,000 | $5,707+22.7% | $5,011+39.7% | $4,763+47.0% |
| Participant deferral / active EE | $7,188 | $5,955+20.7% | $5,202+38.2% | $5,983+20.1% |
| Admin fee / account holder | $5,208 | $17,079-69.5% | $13,987-62.8% | $11,252-53.7% |