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 | $56,783 | $160,070-64.5% | $147,117-61.4% | $145,897-61.1% |
| Participation rate | 95.8% | 84.0%+11.8pp | 82.2%+13.6pp | 80.3%+15.5pp |
| Annual return | 14.07% | 98.69%-84.6pp | 420.54%-406.5pp | 552.29%-538.2pp |
| Employer contribution / active EE | $7,702 | $5,285+45.8% | $4,932+56.2% | $4,663+65.2% |
| Participant deferral / active EE | $6,987 | $8,419-17.0% | $8,065-13.4% | $6,689+4.5% |
| Admin fee / account holder | $529 | $15,035-96.5% | $12,993-95.9% | $13,390-96.0% |