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 | $67,206 | $149,040-54.9% | $120,225-44.1% | $137,256-51.0% |
| Participation rate | 86.7% | 75.4%+11.2pp | 69.6%+17.1pp | 80.0%+6.7pp |
| Annual return | 25.44% | 605.68%-580.2pp | 439.23%-413.8pp | 220.34%-194.9pp |
| Employer contribution / active EE | $2,717 | $4,350-37.6% | $3,475-21.8% | $4,156-34.6% |
| Participant deferral / active EE | $2,862 | $4,655-38.5% | $3,999-28.4% | $6,407-55.3% |
| Admin fee / account holder | $1,284 | $6,348-79.8% | $5,696-77.5% | $12,270-89.5% |