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 | $66,407 | $202,345-67.2% | $172,755-61.6% | $152,885-56.6% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.5%-2.5pp |
| Annual return | 16.13% | 1029.77%-1013.6pp | 802.94%-786.8pp | 345.39%-329.3pp |
| Employer contribution / active EE | $3,439 | $5,858-41.3% | $5,144-33.2% | $4,763-27.8% |
| Participant deferral / active EE | $4,121 | $5,948-30.7% | $5,198-20.7% | $5,851-29.6% |
| Admin fee / account holder | $24,616 | $17,111+43.9% | $13,955+76.4% | $11,598+112.2% |