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 | $75,352 | $160,070-52.9% | $147,117-48.8% | $145,897-48.4% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 10.67% | 98.69%-88.0pp | 420.54%-409.9pp | 552.29%-541.6pp |
| Employer contribution / active EE | $3,686 | $5,285-30.2% | $4,932-25.3% | $4,663-20.9% |
| Participant deferral / active EE | $6,232 | $8,419-26.0% | $8,065-22.7% | $6,689-6.8% |
| Admin fee / account holder | $1,153 | $15,035-92.3% | $12,993-91.1% | $13,390-91.4% |