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 | $55,930 | $160,028-65.0% | $147,080-62.0% | $145,884-61.7% |
| Participation rate | 95.0% | 84.0%+11.0pp | 82.2%+12.8pp | 80.3%+14.7pp |
| Annual return | 14.24% | 98.60%-84.4pp | 420.17%-405.9pp | 551.85%-537.6pp |
| Employer contribution / active EE | $2,208 | $5,286-58.2% | $4,933-55.3% | $4,662-52.6% |
| Participant deferral / active EE | $2,846 | $8,422-66.2% | $8,066-64.7% | $6,690-57.5% |
| Admin fee / account holder | $2,367 | $15,030-84.3% | $12,989-81.8% | $13,392-82.3% |