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 | $84,415 | $209,422-59.7% | $178,503-52.7% | $158,982-46.9% |
| Participation rate | 95.5% | 86.4%+9.1pp | 81.9%+13.5pp | 82.0%+13.5pp |
| Annual return | 10.43% | 188.81%-178.4pp | 151.12%-140.7pp | 302.99%-292.6pp |
| Employer contribution / active EE | $1,734 | $5,707-69.6% | $5,011-65.4% | $4,763-63.6% |
| Participant deferral / active EE | $2,755 | $5,955-53.7% | $5,202-47.0% | $5,983-54.0% |
| Admin fee / account holder | $2,377 | $17,079-86.1% | $13,987-83.0% | $11,252-78.9% |