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 | $35,021 | $175,259-80.0% | $149,723-76.6% | $139,487-74.9% |
| Participation rate | 83.3% | 83.4%-0.1pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 11.71% | 166.82%-155.1pp | 134.50%-122.8pp | 373.84%-362.1pp |
| Employer contribution / active EE | $2,602 | $5,478-52.5% | $4,821-46.0% | $4,755-45.3% |
| Participant deferral / active EE | $6,881 | $6,522+5.5% | $5,682+21.1% | $6,713+2.5% |
| Admin fee / account holder | $518 | $16,158-96.8% | $13,215-96.1% | $11,407-95.5% |