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 | $71,192 | $209,888-66.1% | $189,545-62.4% | $167,553-57.5% |
| Participation rate | 84.2% | 88.7%-4.5pp | 87.8%-3.6pp | 82.1%+2.1pp |
| Annual return | 13.52% | 748.66%-735.1pp | 555.36%-541.8pp | 478.89%-465.4pp |
| Employer contribution / active EE | $1,890 | $6,915-72.7% | $6,162-69.3% | $4,840-60.9% |
| Participant deferral / active EE | $5,502 | $8,934-38.4% | $8,220-33.1% | $6,343-13.3% |
| Admin fee / account holder | $1,217 | $14,300-91.5% | $12,049-89.9% | $12,316-90.1% |