Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $58,946 | $160,070-63.2% | $147,117-59.9% | $145,897-59.6% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.2%-0.4pp | 80.3%+1.5pp |
| Annual return | 15.06% | 98.69%-83.6pp | 420.54%-405.5pp | 552.29%-537.2pp |
| Employer contribution / active EE | $2,886 | $5,285-45.4% | $4,932-41.5% | $4,663-38.1% |
| Participant deferral / active EE | $8,523 | $8,419+1.2% | $8,065+5.7% | $6,689+27.4% |
| Admin fee / account holder | $1,253 | $15,035-91.7% | $12,993-90.4% | $13,390-90.6% |