Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $60,180 | $209,422-71.3% | $178,503-66.3% | $158,982-62.1% |
| Participation rate | 92.9% | 86.4%+6.5pp | 81.9%+10.9pp | 82.0%+10.9pp |
| Annual return | 14.36% | 188.81%-174.4pp | 151.12%-136.8pp | 302.99%-288.6pp |
| Employer contribution / active EE | $1,176 | $5,707-79.4% | $5,011-76.5% | $4,763-75.3% |
| Participant deferral / active EE | $4,925 | $5,955-17.3% | $5,202-5.3% | $5,983-17.7% |
| Admin fee / account holder | $501 | $17,079-97.1% | $13,987-96.4% | $11,252-95.6% |