Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $71,592 | $160,070-55.3% | $147,117-51.3% | $145,897-50.9% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 12.13% | 98.69%-86.6pp | 420.54%-408.4pp | 552.29%-540.2pp |
| Employer contribution / active EE | $5,243 | $5,285-0.8% | $4,932+6.3% | $4,663+12.4% |
| Participant deferral / active EE | $13,664 | $8,419+62.3% | $8,065+69.4% | $6,689+104.3% |
| Admin fee / account holder | $3,865 | $15,035-74.3% | $12,993-70.3% | $13,390-71.1% |