Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $124,930 | $174,379-28.4% | $152,093-17.9% | $138,895-10.1% |
| Participation rate | 75.0% | 81.6%-6.6pp | 77.8%-2.8pp | 79.9%-4.9pp |
| Annual return | 28.73% | 74.86%-46.1pp | 66.36%-37.6pp | 145.39%-116.7pp |
| Employer contribution / active EE | $16,383 | $4,652+252.2% | $4,175+292.4% | $4,194+290.6% |
| Participant deferral / active EE | $13,009 | $6,159+111.2% | $5,451+138.6% | $6,396+103.4% |
| Admin fee / account holder | $512 | $16,880-97.0% | $14,497-96.5% | $12,562-95.9% |