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 | $118,571 | $210,698-43.7% | $178,014-33.4% | $145,959-18.8% |
| Participation rate | 75.0% | 80.8%-5.8pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 9.45% | 386.27%-376.8pp | 294.80%-285.4pp | 561.95%-552.5pp |
| Employer contribution / active EE | $3,826 | $4,567-16.2% | $3,950-3.1% | $4,661-17.9% |
| Participant deferral / active EE | $7,276 | $6,958+4.6% | $6,276+15.9% | $6,689+8.8% |
| Admin fee / account holder | $23,187 | $12,016+93.0% | $10,362+123.8% | $13,398+73.1% |