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 | $52,789 | $160,028-67.0% | $147,080-64.1% | $145,884-63.8% |
| Participation rate | 89.5% | 84.0%+5.5pp | 82.2%+7.3pp | 80.3%+9.2pp |
| Annual return | 15.65% | 98.60%-82.9pp | 420.17%-404.5pp | 551.85%-536.2pp |
| Employer contribution / active EE | $4,951 | $5,286-6.3% | $4,933+0.4% | $4,662+6.2% |
| Participant deferral / active EE | $9,055 | $8,422+7.5% | $8,066+12.3% | $6,690+35.4% |
| Admin fee / account holder | $5,159 | $15,030-65.7% | $12,989-60.3% | $13,392-61.5% |