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 | $73,664 | $209,428-64.8% | $178,498-58.7% | $158,950-53.7% |
| Participation rate | 72.7% | 86.4%-13.6pp | 81.9%-9.2pp | 82.0%-9.2pp |
| Annual return | 22.81% | 188.78%-166.0pp | 151.09%-128.3pp | 302.91%-280.1pp |
| Employer contribution / active EE | $2,124 | $5,707-62.8% | $5,011-57.6% | $4,762-55.4% |
| Participant deferral / active EE | $4,933 | $5,955-17.2% | $5,202-5.2% | $5,983-17.5% |
| Admin fee / account holder | $2,818 | $17,077-83.5% | $13,985-79.9% | $11,248-74.9% |