Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $57,025 | $160,040-64.4% | $147,096-61.2% | $145,877-60.9% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.8pp | 80.3%-8.9pp |
| Annual return | 9.82% | 98.49%-88.7pp | 419.75%-409.9pp | 551.28%-541.5pp |
| Employer contribution / active EE | $2,111 | $5,289-60.1% | $4,936-57.2% | $4,663-54.7% |
| Participant deferral / active EE | $5,939 | $8,429-29.5% | $8,071-26.4% | $6,691-11.2% |
| Admin fee / account holder | $962 | $15,050-93.6% | $13,005-92.6% | $13,402-92.8% |