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 | $72,423 | $160,070-54.8% | $147,117-50.8% | $145,897-50.4% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.1pp | 80.3%+3.0pp |
| Annual return | 14.30% | 98.69%-84.4pp | 420.54%-406.2pp | 552.29%-538.0pp |
| Employer contribution / active EE | $4,571 | $5,285-13.5% | $4,932-7.3% | $4,663-2.0% |
| Participant deferral / active EE | $6,216 | $8,419-26.2% | $8,065-22.9% | $6,689-7.1% |
| Admin fee / account holder | $747 | $15,035-95.0% | $12,993-94.3% | $13,390-94.4% |