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 | $165,450 | $209,874-21.2% | $189,537-12.7% | $167,536-1.2% |
| Participation rate | 95.7% | 88.7%+7.0pp | 87.8%+7.8pp | 82.1%+13.5pp |
| Annual return | 14.88% | 748.61%-733.7pp | 555.34%-540.5pp | 478.82%-463.9pp |
| Employer contribution / active EE | $3,800 | $6,913-45.0% | $6,161-38.3% | $4,839-21.5% |
| Participant deferral / active EE | $4,101 | $8,934-54.1% | $8,220-50.1% | $6,342-35.3% |
| Admin fee / account holder | $3,299 | $14,299-76.9% | $12,048-72.6% | $12,315-73.2% |