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 | $46,491 | $159,978-70.9% | $147,041-68.4% | $145,978-68.2% |
| Participation rate | 81.0% | 84.0%-3.1pp | 82.2%-1.2pp | 80.3%+0.7pp |
| Annual return | 10.38% | 98.36%-88.0pp | 419.21%-408.8pp | 550.52%-540.1pp |
| Employer contribution / active EE | $2,657 | $5,288-49.8% | $4,935-46.2% | $4,662-43.0% |
| Participant deferral / active EE | $4,846 | $8,429-42.5% | $8,071-40.0% | $6,690-27.6% |
| Admin fee / account holder | $855 | $15,053-94.3% | $13,006-93.4% | $13,400-93.6% |