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 | $43,286 | $202,326-78.6% | $172,745-74.9% | $152,870-71.7% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.4%-2.4pp |
| Annual return | 19.55% | 1029.72%-1010.2pp | 802.90%-783.3pp | 345.34%-325.8pp |
| Employer contribution / active EE | $1,887 | $5,858-67.8% | $5,144-63.3% | $4,763-60.4% |
| Participant deferral / active EE | $5,578 | $5,948-6.2% | $5,197+7.3% | $5,850-4.7% |
| Admin fee / account holder | $18,065 | $17,110+5.6% | $13,954+29.5% | $11,597+55.8% |