Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $60,376 | $160,070-62.3% | $147,117-59.0% | $145,897-58.6% |
| Participation rate | 81.3% | 84.0%-2.8pp | 82.2%-0.9pp | 80.3%+0.9pp |
| Annual return | 11.87% | 98.69%-86.8pp | 420.54%-408.7pp | 552.29%-540.4pp |
| Employer contribution / active EE | $2,778 | $5,285-47.4% | $4,932-43.7% | $4,663-40.4% |
| Participant deferral / active EE | $7,729 | $8,419-8.2% | $8,065-4.2% | $6,689+15.5% |
| Admin fee / account holder | $1,029 | $15,035-93.2% | $12,993-92.1% | $13,390-92.3% |