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 | $158,434 | $217,432-27.1% | $185,849-14.8% | $167,536-5.4% |
| Participation rate | 80.0% | 86.1%-6.1pp | 81.7%-1.7pp | 82.1%-2.1pp |
| Annual return | 13.46% | 148.42%-135.0pp | 122.10%-108.6pp | 478.82%-465.4pp |
| Employer contribution / active EE | $2,721 | $5,875-53.7% | $5,169-47.4% | $4,839-43.8% |
| Participant deferral / active EE | $4,893 | $6,357-23.0% | $5,569-12.1% | $6,342-22.9% |
| Admin fee / account holder | $3,707 | $19,818-81.3% | $16,244-77.2% | $12,315-69.9% |