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 | $66,368 | $175,231-62.1% | $149,696-55.7% | $139,466-52.4% |
| Participation rate | 72.7% | 83.4%-10.7pp | 78.8%-6.0pp | 80.3%-7.6pp |
| Annual return | 15.12% | 166.77%-151.7pp | 134.46%-119.3pp | 373.66%-358.5pp |
| Employer contribution / active EE | $3,006 | $5,478-45.1% | $4,821-37.6% | $4,754-36.8% |
| Participant deferral / active EE | $3,245 | $6,521-50.2% | $5,682-42.9% | $6,712-51.6% |
| Admin fee / account holder | $4,458 | $16,155-72.4% | $13,212-66.3% | $11,409-60.9% |