Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $70,870 | $160,040-55.7% | $147,096-51.8% | $145,877-51.4% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.5pp | 80.3%+5.4pp |
| Annual return | 19.33% | 98.49%-79.2pp | 419.75%-400.4pp | 551.28%-532.0pp |
| Employer contribution / active EE | $3,765 | $5,289-28.8% | $4,936-23.7% | $4,663-19.2% |
| Participant deferral / active EE | $10,607 | $8,429+25.8% | $8,071+31.4% | $6,691+58.5% |
| Admin fee / account holder | $1,588 | $15,050-89.4% | $13,005-87.8% | $13,402-88.2% |