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 | $63,360 | $160,028-60.4% | $147,080-56.9% | $145,884-56.6% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 13.75% | 98.60%-84.8pp | 420.17%-406.4pp | 551.85%-538.1pp |
| Employer contribution / active EE | $2,814 | $5,286-46.8% | $4,933-43.0% | $4,662-39.6% |
| Participant deferral / active EE | $10,144 | $8,422+20.4% | $8,066+25.8% | $6,690+51.6% |
| Admin fee / account holder | $1,423 | $15,030-90.5% | $12,989-89.0% | $13,392-89.4% |