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 | $80,029 | $217,432-63.2% | $185,851-56.9% | $167,553-52.2% |
| Participation rate | 90.0% | 86.1%+3.9pp | 81.7%+8.3pp | 82.1%+7.9pp |
| Annual return | 37.94% | 148.43%-110.5pp | 122.11%-84.2pp | 478.89%-440.9pp |
| Employer contribution / active EE | $3,973 | $5,874-32.4% | $5,168-23.1% | $4,840-17.9% |
| Participant deferral / active EE | $6,634 | $6,357+4.4% | $5,569+19.1% | $6,343+4.6% |
| Admin fee / account holder | $1,949 | $19,820-90.2% | $16,245-88.0% | $12,316-84.2% |